About Us

The Roberts Partnership was formed in 1998 by a group of experienced investment professionals who had previously worked together.  Our aim was to provide an innovative and efficient wealth management service.

Our academic and professional backgrounds include investment management, pension planning, taxation, accountancy and law.

The majority of our clients are referrals from existing clients or through our relationships with other professional firms such as Accountants and Solicitors.

We enjoy building long term relationships with our clients and hope you will give us the opportunity to build a relationship with you.