Melanie Roberts
DipFA
I am a highly experienced financial adviser, having worked in the industry for the past 20 years.
About
Prior to joining St. James's Place, I had a very successful career working for the Halifax as a Financial Adviser and then later working for Nationwide Building Society as a Financial Planning Manager.
I had always harbored a desire to run my own advisery business and it became clear to me that my clients needed help with all their financial needs. They needed a wider scope of advice and solutions, whilst also the financial strength and security that a large company provides.
After doing my research I made the decision to become an Associate Partner Practice of St. James's Place who are one of the largest wealth managers in the UK.
By doing so it enables me to offer a personal, face-to-face wealth management service tailored to suit your specific needs. As well as running my own business in a way that can best help my clients.
Promotions
Advice & Services
We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.
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.
SJP Approved 03/11/2022
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.
