Roberts Wealth Management Ltd

21/03/2026

Once a year, The Times publishes their list of top rated advisers. I’m pleased to say I’m included for the 5th consecutive year. Thank you to everyone who gave their feedback.

11/06/2024

It’s The Personal Finance Society Summer Conference at The King Power Stadium in Leicester!

28/05/2024

State pensions and the triple lock: How much is it and when can you get it?

The backbone to most people's retirement planning is the state pension. It will often cover some essential costs in retirement but it doesn't leave much left over for the fun things you may want to do. For that you will need a plan.

https://www.bbc.co.uk/news/business-53082530

Source: BBC News

Payments to pensioners have risen by 8.5% following the government's "triple lock" pledge.

07/05/2024

UK Residential House Prices have stalled since the inflation shock in 2022 and the subsequent increases in interest rates. However, historic price rises, higher interest rates and strict criteria from mortgage lenders still make it difficult for first time buyers to get on the property ladder.

10/04/2024

We have some new pension acronyms that have arrived this week!

In: LSA, LSDBA, TTFAC

Out: LTA

Confused? You should be!

Whether it's via myself or another Chartered Financial Planner, I would suggest you regularly review your financial plans because your circumstances and legislation change over time.

03/04/2024

Another tax year comes to a close at the end of this week and we have some new rules regarding ISA’s and Pensions coming into force from Saturday.

I’ve also received my latest certificate of excellence from VouchedFor.

11/03/2024

In case you didn't see the list in The Times this weekend, I can confirm that I was in there as a top rated adviser.

It's also a timely reminder that we are now into the last 4 weeks of the tax year for those that need to use their valuable allowances before it's too late.

22/02/2024

It's been 7 years since I last had my business headshot done, so it's time for a long overdue update!

16/02/2024

I went “Back to the Future” at the Loughborough Business Expo yesterday.

01/02/2024

The Bank of England will announce their latest decision on interest rates today and the outlook for inflation will have a big impact on their decision.

Here are some ideas on investing to beat inflation for the long term.

Investing to beat inflation for the long-term

24/01/2024

We have 10 weeks left of the tax year to utilise your allowances.

Boosting your pension pot before tax year-end