Home - John William Roberts LTD

MENU

We Help Every Industry And Personal

Financial Advice

We build long standing relationships with clients and appreciate the important of each clients’ individual challenges and aspirations. We have and will always continue to review our clients’ portfolio on an annual basis or more frequent if the need arises.

Our Vision and Values

We're Always Here To Give
Financial Help!

The business was established in 1996 and we have grown steadily, maintaining our commitment to providing exceptional service to the people we serve. Indeed we have been providing continuous advice to some of our clients for over 20 years. A key benefit of our comprehensive experience is our ability to explain highly complex, technical areas of financial planning with clarity and simplicity and to advise on the complexities of the associated tax regimes.

We build long standing relationships with clients and appreciate the important of each clients’ individual challenges and aspirations. We have and will always continue to review our clients’ portfolio on an annual basis or more frequent if the need arises.

OUR EXPERTISE

Our Services

Retirement
Planning

Savings &
Investments

Inheritance Tax
planning

Estate
planning

Equity
Release

Mortgages & Protection

Who We Work With

Whether you are looking for a Residential or Buy to Let mortgage, we can offer advice on a comprehensive range of mortgages from an extensive panel of lenders, but not deals that you can only obtain by going direct to the lender. For Equity Release mortgages, we can refer you to an expert third party.

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.

Some Buy to Let mortgages are not regulated by the Financial Conduct Authority

We also have access to some of the UK's most well-known Protection providers – Aviva, Guardian, Legal & General, LV=, MetLife, The Exeter, Vitality and Zurich.

A lifetime mortgage is not suitable for everyone and may affect your entitlement to means tested benefits, so it is important to seek financial advice before taking any action. If you are considering releasing equity from your home, you should consider all options available before equity release.

The interest that may be accrued over the long term with a Lifetime Mortgage, may mean it is not the cheapest solution. As interest is charged on both the original loan and the interest that has been added, the amount you owe will increase over time, reducing the equity left in your home and the value of any inheritance, potentially to nothing.

Although the final decision is yours, you are encouraged to discuss your plans with your family and beneficiaries, as a Lifetime Mortgage could have an impact on any potential inheritance. We would also encourage you to invite them to join any meetings with your Financial Adviser so they can ask questions and join in the decision, as we believe it is better to discuss your decision with them before you go ahead. This is a referral service.

We Look Forward
to Doing Great Things With You

John William Roberts Ltd , Registered in England & Wales No. 06074965.

John William Roberts Ltd is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority. The information on this website is for the use of residents of the United Kingdom only. No representations are made as to whether the information is applicable or available in any other country which may have access to it.

Quick Links

Registered Office address: Wessex House, Room 3B14, Upper Market Street, Eastleigh Hampshire SO50 9FD.

The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.

HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen.

Your home may be repossessed if you do not keep up repayments on your mortgage.

John William Roberts Ltd , Registered in England & Wales No. 06074965.

John William Roberts Ltd is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority. The information on this website is for the use of residents of the United Kingdom only. No representations are made as to whether the information is applicable or available in any other country which may have access to it.

Quick Links

Registered Office address: Wessex House, Room 3B14, Upper Market Street, Eastleigh Hampshire SO50 9FD.

Your home may be repossessed if you do not keep up repayments on your mortgage.

HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen.

HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen.

Copyright 2022 All Rights Reserved | Designed and Maintained by ElevateOM | Affordable Wordpress designers