David Roberts & Partners Wealth Management LLP

: Unit 2D, 2nd Floor, 35-37 Charlotte House, Hoghton Street, Southport, Merseyside, PR9 0NS

: FCA Number: 462991

Website Image of David Roberts & Partners Wealth Management LLP

David Roberts & Partners Wealth Management LLP, located in the vibrant town of Southport, Merseyside, offer comprehensive financial planning services tailored to your specific needs. Regulated by the FCA (462991), we specialise in a range of segments including life insurance, investments, and pensions retirement advice. We also provide expert guidance on final salary pension transfers. Our firm serves clients not just in Southport, but throughout the Greater Manchester area and beyond. At David Roberts & Partners, our focus lies in creating a secure financial future for our clients. Whether you're a first-time investor or planning your retirement, trust us to provide a personalised, professional service.

Their team includes 4 financial advisers. Check FCA registration here.

David Roberts & Partners Wealth Management LLP 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 David Roberts & Partners Wealth Management LLP from the Motorway

Depart from the M58.
At junction 1, take the exit towards Kirkby/Maghull/A506.
At the Maghull Lane Interchange, select the first exit leading to Maghull Ln.
Make a left turn onto Prescot Rd/A506.
Proceed straight onto Prescot Rd/B5197.
Turn left onto St Anne's Rd/B5197.
At the roundabout, choose the third exit onto County Rd/A59.
Take a slight left onto Southport Rd/A570.
At the roundabout, select the fourth exit onto Meols Cop Rd/B5276. Continue following B5276.
Make a left turn onto Roe Ln/A5267.
Proceed with a right turn onto Park Ave.
At the roundabout, choose the second exit onto Park Cres/A565.
Make a right onto Argyle Rd.
At the roundabout, opt for the first exit onto Hesketh Rd.
Change direction with a right turn onto Fleetwood Rd.
Turn right onto Marshside Rd.
Make a left turn onto Fylde Rd.
Finally, take a left onto Slaidburn Cres.

List of advisers under David Roberts & Partners Wealth Management LLP:

David Roberts & Partners Wealth Management LLP 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.