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At Chelmer Wealth Management we recognise that your personal and financial circumstances are unique. Our aim is to provide you with bespoke advice, an exceptional service and always put you, the client at the heart of everything we do.
We specialise in providing high-quality, face-to-face wealth management advice that is personally tailored to reflect your individual circumstances, with the aim of ‘earning the right’ to be considered as your trusted financial adviser in Brentwood, Billericay and surrounding areas.
We place clients at the very heart of everything we do and are committed to building and sustaining long-term relationships based on trust, superior service and the quality of our initial and ongoing advice.
This is designed to help you make informed and intelligent financial decisions, both now and in the future as your circumstances change. We hold regular review meetings to ensure your decisions remain appropriate and continue to meet your objectives and provide you with access to regular communications.
We help individuals in various stages of life, and with widely differing financial resources, and do not provide off-the-shelf solutions.
Our experience is that every client has their own personal concerns, responsibilities and ambitions, and that the solutions that work for one simply would not work for another. This has enabled us to build exceptionally strong and lasting relationships with our clients, who appreciate a source of trusted advice as their financial needs and priorities evolve over time.
We provide financial advice to both individuals and companies on all aspects of financial planning by ensuring we fully understand our clients’ needs, wants and aspirations, enabling us to provide timely and appropriate advice.
Our expertise encompasses the broad spectrum of financial planning for both individual and business clients, including:
Investment Planning: Help to Build and preserve capital, Portfolio management, *Trust & Estate planning.
Protection, including Life, Income & Critical Illness insurance.
Chelmer Wealth Management’s Clive Roberts commented
‘‘With over 30 years of experience in Financial Services, I recognise that clients rightly expect excellent personal service from their Advisers. I am committed to building long term relationships with my clients by building trust and putting my clients at the heart of everything I do.
I aim to help my clients achieve financial security and independence. By fully understanding your initial situation, we’ll ensure you, your family and your assets are suitably protected before we start working with you to build your plan to meet your goals.
It is a fact that many people are unclear of where they are heading financially. You may have assets, investments and a high level of income yet still be uncertain about how best to use these assets to meet your goals and aspirations.
One thing is certain, my clients are interested in ensuring their money is working for them, in a cost effective, risk managed and tax efficient manner, yet retaining the flexibility to adjust to a growing families ever changing requirements.’’
Based in Billericay, we serve clients all over Essex, London and the South East.
For more information, please contact me, Clive Roberts, on 01277 625564 or visit our website at www.chelmerwealthmanagement.co.uk
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.
*Trusts are not regulated by the Financial Conduct Authority.
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 title `Partner Practice’ is the marketing term used to describe St. James’s Place representatives.
- Insurance & protection
- Financial planning
- Tax & trust planning