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Home - The Roberts Partnership

Based in central Manchester, The Roberts Partnership is an independent financial planning and wealth management firm. Intelligent. Innovative advice.

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Home - The Roberts Partnership | robpar.co.uk Reviews

https://robpar.co.uk

Based in central Manchester, The Roberts Partnership is an independent financial planning and wealth management firm. Intelligent. Innovative advice.

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1

Summer Budget 2015 - The Roberts Partnership

http://www.robpar.co.uk/2015/07/summer-budget-2015

Jul 17, 2015 Financial Planning. The Summer Budget on 8 July 2015 had some expected changes but also some unexpected ones. Some of these are now detailed. From April 2016 there will be a reduction in the 40,000 annual pension contribution allowance where income, including pension contributions, exceeds 150,000. Therefore people earning more than 110,000 are potentially caught by the change. The annual allowance will reduce by 1 for every 2 of income in excess of 150,000, down to a minimum of 10,000.

2

Financial Planning and Investment Services Manchester

http://www.robpar.co.uk/financial-planning-and-investment-services

Passionate. Intelligent. Time poor. You may have accumulated wealth, be a partner in a professional firm, a business owner or in retirement seeking to take control of your finances and plan for your future. Whatever your life stage, our financial planning and investment services can be tailored to meet your individual needs. 8220;I feel confident that as I work towards my retirement The Roberts Partnership are on hand to ensure I remain on track to meet my goals.”. Jan Anderson, Senior Partner. 8216;Reti...

3

Services - The Roberts Partnership

http://www.robpar.co.uk/services

Planning. Investments. Simplified. We provide a comprehensive fee based wealth management service for private clients, typically professionals, senior executives and business owners. Effective wealth management involves combining financial planning principles with intelligent investment strategies. This is the foundation of our service offering. Read on to discover the range of services we offer. 8220;Never before have I had a cohesive strategy for my finances, one that considers my priorities in life an...

4

Client Survey Results - The Roberts Partnership

http://www.robpar.co.uk/2014/12/client-survey-results

Dec 12, 2014 Latest News. Client Survey Results 2014. We have completed a survey of our clients to track the improvements we are making and find out where we could do better. A summary of the results are provided below. On a rating scale of 1 to 5, client ratings were all 4 and above for each of the service related questions, with over 80% rating the service provided by their adviser as excellent. Client comments on the service we provide:. Client comments on our communication with them:. Everything is e...

5

Pension Freedom - The Roberts Partnership

http://www.robpar.co.uk/2015/03/pension-freedom

Mar 10, 2015 Latest News. From 6 April 2015, new pension rules will give greater freedom when choosing how to use your pension’s savings, and may change the way you think about managing your wealth in the future. Can I transfer my pension when I die? You will be able to nominate whoever you like to receive your pension death benefits. This could be your family, a friend and / or a charity, not just a spouse or financial dependent. It can also be split in whatever proportions you would like. It will be po...

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Home - The Roberts Partnership

A single view of your wealth. Securely available online, at any time, from anywhere in the world. From a no nonsense team. Delivering expert advice to our clients. The Roberts Partnership was formed in 1998 when a group of independent financial advisers decided to set-up a new wealth management business, one that would focus on relationships and not sales. Today we deliver innovative solutions from a no nonsense team. Our people are our greatest asset. Let them be yours. What Our Clients’ Say. The R A Ro...

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