Testimonials
Read some of the feedback received from clients.After ten years with a competitor we transferred over in 2019 and are extremely pleased with the step up in advice, and also the competitive annual fees. We feel very confident that our needs and plans are listened to and understood. Some of our existing ideas were confirmed and some great new on...
Clive took the time to understand my current situation and my goals. He answered all my queries and has created a plan to meet my needs. I found him to be professional, knowledgeable and friendly. I would and have recommended him.
Clive took the time to access my current situation and to listen carefully to my long term objectives. The resultant advice was clear and easy to understand once helpfully explained by him. I would certainly recommend his services to anyone looking to consolidate their retirement funds, as I have...
Myself and my husband find Clive very helpful and approachable. When explaining information to us he is very fluent and speaks in plain English so we can understand. Very helpful.
I've known Clive for a long time, and when I found he was a Pension Adviser I had no hesitation in asking for advice. Never any pressure just clear advice on what is the best option for me. Nothing is to small and he always responds in a timely manner. I would recommend Clive to everyone.
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Clive has helped me giving me good precise advice. This has meant I have full confidence when dealing with him. I would have no hesitation in recommending Clive to anyone.
I have been investing with St. James's Place through Clive Roberts at Chelmer Wealth Management for two years using all my pension and life savings. It has been an excellent decision, we meet every six months, everything is very clearly explained and most importantly the decisions have all been v...
