Mark Roberts
BSc (Hons) ACIB APFS, Chartered Financial Planner
I have had a successful career within the financial services sector.
I began my career in 1988, originally as a building society manager, and have considerable experience in providing sound face-to-face advice to personal and corporate clients.
About
Before joining St. James's Place as a Partner Practice, I spent 10 years as an Independent Financial Adviser, five years with Capital Planning (Foster Denovo), where I was also a Supervisor, and the last five years with Herbert Parnell, a firm of Chartered Accountants.
Over time I have built up my own Practice of personal and corporate clients, some of whom I have been advising for the last 20 years. These are mainly situated in Surrey, Berkshire and West Sussex.
As a Chartered Financial Planner I am qualified to an advanced level and have a lot of knowledge and expertise to help clients achieve their financial goals and aspirations.
In addition to being an Associate of the Personal Finance Society (APFS), and a member of the Chartered Insurance Institute, I am also qualified as an Associate of the Chartered Institute of Bankers (ACIB).
I pride myself on being hardworking and dedicated to provide the best possible service for my clients, as you can see for yourself through my client testimonials.
Testimonials
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. Partners: Larissa Rose
