Roberts Wealth Management LTD

: 51 Meadow Court, Narborough, Leicester, Leicestershire, LE19 3DX

: FCA Number: 928865

Website Image of Roberts Wealth Management LTD

Roberts Wealth Management Ltd, located in the scenic locale of Narborough, Leicester, is a trusted financial ally operating under the regulated authority of the FCA (registration number 928865). Specialized in a multitude of financial segments, their key offerings include life investments, pensions retirement advice, final salary pension transfers, and comprehensive financial planning. They serve clients in Leicester and across the broader Leicestershire region, providing tailored advice backed by their extensive industry experience. Approachable and professional, they often collaborate with individuals seeking a secure financial future. This firm's dedication to client-focused services, coupled with its regulatory status, makes it a reliable choice for a range of financial needs. Visit them at 51 Meadow Court, Leicester, LE19 3DX for knowledgeable guidance.

Their team includes one financial adviser. Check FCA registration here.

Roberts Wealth Management LTD are approved by the FCA to give advice on:

Note: Permissions displayed are inherited from the Principal Network. Explicit limits for this Appointed Representative are governed by private contract.

Directions to Roberts Wealth Management LTD from the Motorway

From the M1,
Please take the exit towards A5460.
Take a slight left in order to merge onto A5460 towards Leicester.
Upon arriving at the roundabout, take the 4th exit onto Narborough Rd S / B4114 and continue on B4114.
At the subsequent roundabout, take the 2nd exit onto Leicester Rd / B4114 and continue to follow the B4114 route.
At the next roundabout, take the 3rd exit onto Desford Rd.
Please note that Desford Rd turns slightly to the left and transitions into Forest Rd.
Turn left onto The Pastures.
Following this, turn left onto Meadow Ct.
Continue and then turn right to stay on Meadow Ct. Your destination will be located on your right-hand side.

List of advisers under Roberts Wealth Management LTD:

Roberts Wealth Management LTD 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 http://sjp.co.uk/products

SJP Approved : tbc

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Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.

Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.