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Ian Roberts

DipPFS

Financial Adviser

Ian looks after his clients as though they were family, giving his time, attention and care to protect their finances and loved ones. Ian specialises in investments planning, with a depth of experience in pension and retirement planning.

Ian Roberts at work

Ian looks after his clients as though they were family, giving his time, attention and care to protect their finances and loved ones. Ian specialises in investments planning, with a depth of experience in pension and retirement planning.

About Ian

Ian has worked in the finance industry for over 25 years and still holds many of the same, long-standing clients today. Ian prides himself on truly getting to know his clients and nurturing his ongoing relationships and building trust. Ian has extensive experience in financial planning and is well known for going above and beyond for his clients and generously giving his time and attention to his clients.

With a solid foundation in finance, having previously worked as a highly regarded financial adviser for respected institutions such as Woolwich, Barclays and HSBC, he has now worked for St. James’s Place for nearly a decade. In that time, he has consistently provided tailored and trusted advice to his clients in all areas of financial planning and at all life stages.

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.

Specialisms

  • Pensions and Retirement Planning
  • Investments
  • Protection