Welcome to The Roberts Partnership
The Roberts Partnership is an independent wealth management firm based in central Manchester.
We help individuals and trustees with capital of circa £200,000 and above to preserve and grow their wealth, and minimise their tax liabilities.
Our advice is broad ranging but mainly consists of constructing and managing investment portfolios, in addition to providing advice in relation to pensions, inheritance tax planning and business protection.
Our consultants help clients understand their finances and in turn provide tailored advice that aims to help them achieve their objectives. This is a continual process and it is vital to maintain an ongoing partnership as personal and financial circumstances change.
80 Mosley Street, Manchester, M2 3FX | t. 0161 238 7474 | f. 0161 235 0725
The R.A. Roberts Partnership Ltd is authorised and regulated by the Financial Services Authority. We are entered on the FSA register under reference 186291. Registered in England and Wales. Company No. 3365807. VAT Reg No: 861 2657 19.


