A Partner Practice of St. James's Place Wealth Management

Robert Hobson Wealth Management Limited

Robert Hobson

DipPFS
My commitment is to provide high levels of advice and service to all my clients.

About

My career in the financial services industry began in 1986 working for a corporate bank within the London Stock Exchange. From 1997 to June 2011, I was an adviser/director of an independent financial adviser company in Colchester. In 2011, I was delighted to accept an invitation to become a Partner Practice of St. James's Place Wealth Management.

I take great pride in providing an invaluable service to my clients that addresses the ever-changing environment and their changing needs. It becomes of utmost importance that bespoke advice is provided for clients to achieve their goals and, more importantly, that these plans are regularly reviewed to ensure that they remain current and accurate.

Based in the City of London and in Essex, I provide wealth management advice to clients predominately in the South East of the country. I work closely with professionals such as solicitors, accountants and other financial services specialists to ensure that my clients receive the best advice available.

Due to my strong client focus and their personal needs, I build my clientele solely on referrals, both from my private clients and from other long-standing professional relationships.
Robert Hobson

10 Pappus House, Tollgate West, Colchester, CO3 8AQ

Monday
9am to 5pm
Tuesday
9am to 5pm
Wednesday
9am to 5pm
Thursday
9am to 5pm
Friday
9am to 5pm
Robert Hobson

30 Lombard Street, London, EC3V 9BQ

Monday
9am to 5pm
Tuesday
9am to 5pm
Wednesday
9am to 5pm
Thursday
9am to 5pm
Friday
9am to 5pm

Advice & Services

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

Investment planning
Whatever your financial goals, create an investment strategy that helps meet your needs.
Protecting you and your finances
Insurance and protection products to help safeguard all that you hold dear.
Retirement planning
Careful pension planning is vital for a long and comfortable retirement. Learn more about your options.
Banking and mortgages
Make your finances work harder with mortgages and access to specialist banking services.
Corporate services
Helping entrepreneurs and corporate directors manage their personal, business and employees’ financial security.
Other specialist services
A network of professional specialists is on hand to provide all the help and support you’ll need.
Exploring Intergenerational Wealth Management
Intergenerational wealth management helps families use their collective wealth to support each other across their lifetimes.
COVID-19
Here to support you and help to provide peace of mind in this uncertain time.
Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.

Insights and E-Briefing Service

Visit Insights to read articles and news to help you make informed decisions about your wealth or sign up to the E-Briefing Service; a personalised email communication service that keeps you informed on the issues that might impact your wealth.
Robert has given us sound advice for over 10 years, initially while we were both working and, more recently in our retirement. Whenever key financial questions arose, he has always taken the time to explain the relative merits of the options available and provided enough detail for us to make our own, informed decisions. Robert's professional but friendly manner has made our regular meetings enlightening and pleasurable. His advice has led to a continuous growth in the value of our investments and we would highly recommend him as a trusted source of financial advice and guidance.
Peter & Elaine Woods, Retired, Beverley
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
I have been dealing with Robert Hobson for over a year now and in that time have found him very knowledgeable, professional and helpful. I feel I am in a safe pair of hands and am completely confident that under his direction my investment portfolio will achieve me very best results. I would have no hesitation recommending Robert’s services to other investors.
Self Employed, Ipswich
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Rob has managed to explain a very complicated but important subject in a simple, easily understood and reassuring way. He has always responded promptly to any request for help, given us sound advice in a professional but personal manner. We would not hesitate to recommend him to anyone.
Mr E Wrenn & Mrs L Wrenn, Retired, Colchester
Robert Hobson is a very knowledgeable, level headed, honest gentleman. I trust him implicitly to advise me on all matters financial and to manage my investments. He always keeps me abreast of any development or risks ensuring at all times that my best interests are maintained. He provides me with an excellent service and as such, I would be very pleased to recommend him to anyone.
P A Knappett, Retired Civil Servant, Colchester
Robert has always given sound advice and expert guidance based on our needs. He has always taken care to ensure that we fully understand the nature, scope and implication of our financial transactions. I would not hesitate in recommending him to anyone.
R K Wombwell, Retired
We have been clients of Robert for a number of years. He has always given us excellent advice on our investments. When we first met he gave us advice that saved us from losing all our money. For this we will always be eternally grateful. He puts his clients first. The support he has given us over the years has been exceptional. We would not hesitate to recommend him to anyone and have already told family and friends what good advice he gives.
M R Caddick & J A H Caddick, Retired, Hadleigh
Robert is most helpful in organising my financial affairs and I am very happy with all the patience and support given since benefiting from an inheritance three years ago. I feel very fortunate and have already recommended him to my elder son.
Name Supplied
I have known Robert for approximately three years. His name was given to me by a work colleague. The service he has given me has resulted in a healthy financial status. He gives me continued support and keeps me up-to-date at all times. I therefore have no hesitation in recommending him, as indeed I have already done so.
Peter Patis, Retired, Colchester
I have found Robert’s support invaluable over the past three years. He has provided me with sound and trustworthy advice on all financial matters. I have had no hesitation in recommending him to colleagues, friends and family.
Janice Perren, Teaching Assistant, Colchester

Why Choose St. James's place?

We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.

Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.
St. James's Place Charitable Foundation
Over £93 million has been raised for our charitable arm, changing the lives of children and young people.
Award winning service
St. James's Place are pleased to have won numerous awards over the years, voted for by industry experts and the public.
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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.

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.

Robert Hobson Wealth Management Limited is registered in England and Wales, Number 08987337. Registered Office: Middleborough House, 16 Middleborough, Colchester, Essex, CO1 1QT.
Robert Hobson
Robert Hobson Wealth Management Limited