Ian Roberts
Ian Roberts
DipPFS
As an Associate Partner of St. James's Place based in Telford, my emphasis is on building long term relationships with my clients and to provide them with a source of trusted advice.
About
Fundamentally I see my approach as one of problem-solving for the client - rather than product-selling. As a result, my clients can expect to receive the most comprehensive and appropriate advice at all times.
Based in Telford, I provide wealth management advice to clients both within the surrounding area, and more widely throughout the West Midlands.
Prior to joining St. James's Place, I spent 18 years working in corporate & commercial banking. As a consequence, I have now established many working relationships with individuals within this sector due, in part, to the insight and understanding that I have for their specific financial requirements – whether these be personal or corporate.
I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that am I able offer a rounded, professional and principled service.
Outside of my business, I am a keen golfer.
Based in Telford, I provide wealth management advice to clients both within the surrounding area, and more widely throughout the West Midlands.
Prior to joining St. James's Place, I spent 18 years working in corporate & commercial banking. As a consequence, I have now established many working relationships with individuals within this sector due, in part, to the insight and understanding that I have for their specific financial requirements – whether these be personal or corporate.
I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that am I able offer a rounded, professional and principled service.
Outside of my business, I am a keen golfer.
Advice and services
We offer an excellent wealth management service which will help you achieve your goals
Addresses
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More about St. James's Place
SJP Approved 07/01/2025
The Partner 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.
