Clive Roberts
DipFA
At Chelmer Wealth Management we recognise that your personal and financial circumstances are unique.
By focusing on our core values of experience, excellence of service and integrity, we aim to provide you with the wealth management solutions that help you to minimise tax, maximise wealth and protect against risk.
About
In 2019, Clive had the privilege of being invited to join St. James's Place and in accepting founded Chelmer Wealth Management.
With over 30 years’ experience in Financial services in the City, initially in the derivatives market and more recently acted as a Discretionary Fund manager, he has provided bespoke advice and products to individuals, HNW clients, directors and business owners.
The move to St. James's Place has allowed him the freedom to spend the time and attention required to fully understand his client’s needs and long term goals, building the foundations for long term trusted relationships all whilst being to provide the products and services of St. James's Place.
Clive regularly meets with his clients to monitor their financial plans continue to meet ever changing circumstances and priorities. Where appropriate, taking into consideration the needs of families as a whole, we can provide advice that benefits generations within the same family with targeted outcomes. Clive’s main areas of expertise are Retirement Planning, Wealth Management and Investment Planning, Inheritance Tax Planning.
Clive is husband to long suffering Adele, a proud father of two grown lads and doting grandfather to two beautiful granddaughters. Downtime includes the odd game of golf, (at least that is what he’s told, ‘’it’s very odd!’’). He is a keen rugby supporter, enjoys gardening and socialising with friends whilst discovering new restaurants and wines.
Promotions
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We have many years of experience in wealth management and we are dedicated to your financial well-being.
My team are dedicated to your financial well-being.Advice and services
We offer an excellent wealth management service which will help you achieve your goals
Testimonials
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More about St. James's Place
St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 08/10/2024
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
Chelmer Wealth Management Ltd is registered in England and Wales, Number 14990137. Registered Office: 2 Sudbury Stables, Sudbury Road, Downham, Essex, CM11 1LB.
