Clareromanos

Clare Romanos

BSc (Hons) DipPFS, APFS
I focus on maintaining a long-term trusted relationship with all of my clients, showing distinct quality and integrity, which in turn will give you peace of mind.

My clients generally prefer the convenience of meetings at their home or place of work removing the need for them to travel.
Email
Location : London
07703 596376

About

I began my career working with Barclays in 1999; during the 12 years of my employment I rose to become a highly respected consultant.

As a result of my success, I was invited to become a Partner of the prestigious St. James's Place. I decided that this would be an ideal opportunity to offer my clients a more personal and specialised service.

I provide individual tailored financial plans to help clients achieve their goals and objectives. I manage portfolios from the initial consultation and provide regular reviews. Working in this way I have built long-term relationships with clients as their trusted provider of financial advice.

My experience is also complemented professionally by having completed a BSc (Hons) plus I am a Chartered Financial Planner. You can feel confident that the advice you receive is up-to-date as I undertake continuous professional training and assessment.

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Advice and services

We offer an excellent wealth management service which will help you achieve your goals

Investment planning
We’re here to make the money you’ve worked hard for, work just as hard for you. Together, we will create a personal investment strategy, and a detailed plan to help you reach your personal goals.
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Protection planning
We can’t predict what’s round the corner, but we can be more prepared, should the unexpected happen. Our full range of specialist insurance and protection will help look after those you love, the lifestyle you enjoy, or the business you’ve built.
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Retirement planning
We all want to make sure we’ve got enough money to enjoy a long, comfortable retirement. A detailed retirement plan, that can adapt to your new lifestyle, will give you peace of mind today that you’ll have the retirement you planned.
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Mortgages and specialist banking
Picking the right mortgage to suit you can be a minefield. We’re here to offer clear, practical advice on mortgages, loans and financing, and specialist financial services if you need them.
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Corporate services
Building a successful business is something to be proud of, and to protect. We offer clear, detailed advice on all aspects of corporate finances, from employee pensions and benefits packages to Key Person insurance.
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Other services
We have access to a network of professional specialists which provide help and guidance with more specialised services such as Will writing, or tax management.
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Intergenerational Wealth Management
Using your money to support other members of your family is personally rewarding – and a very practical way to show your love. We specialise in Intergenerational Wealth Management.
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Calculators
Use these calculators to help you determine more about your current or future financial position.
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News & Insights

Visit Insights to read articles and news to help you make informed decisions about your wealth

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More about St. James's Place

Our investment management approach

A number of carefully selected external managers of outstanding ability manage our client funds.

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St. James's Place Charitable Foundation
The Charitable Foundation is the charitable arm of the St. James's Place Group.
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Award winning service
It’s not all about winning awards, but we are pleased that we have been recognised over the years, both by the wealth management industry but more importantly, by you.
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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 24/07/2024

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.

Clare Romanos
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