Our Partnership

At The Roberts Partnership we are committed to offering our clients the highest possible standards of service.

We recognise that both we and our clients have everything to gain if we look after your interests. This is best achieved if both parties are open and honest, and there is a clear understanding from outset of what is expected of each other.

What You Can Expect From Us

We will: 

• provide you with clear information about the services we offer including fees and charges
• ascertain your individual needs, preferences and circumstances before making any recommendations
• only recommend a product that we consider suitable for you and that you can afford, and always the most suitable from the available options
• not recommend a product if we can’t find one we consider suitable
• provide you with regular valuations of your arrangements
• undertake an annual review of your financial affairs (at a meeting if appropriate)
• send you a regular investment commentary
• proactively advise you of any issues that affect your investments
• encourage you to ask if there’s something you don’t understand
• give you access to a formal complaints procedure should you become unhappy with our service.

What We Expect From You

To help us give you the most appropriate advice, we will ask you to:

• tell us as much as possible about your circumstances, risk attitudes and objectives, to enable us to properly assess your circumstances including how much you can afford
• let us know about changes that might affect your ability to maintain your current financial commitments
• let us know if there is any aspect of our service, or of a product we have discussed or recommended that you don’t understand
• tell us if you think there are ways we can improve our service.
• settle your account as agreed with us.