About Robert Palmer

Robert Palmer

Chartered Financial Planner

My focus is on building long term, trusted relationships with clients. I have found that whilst they share similar concerns, clients all need individual solutions tailored to achieving their goals. I am committed to providing the very best service in an open, friendly and knowledgeable manner.

About

I have worked in financial services since 1995 helping others plan their financial arrangements and realise their financial goals. In 2008 I recognised that I could provide clients with a better service and the best possible advice by setting up my own business, becoming a Partner Practice of St. James's Place Wealth Management as part of the process. Now I focus on developing lifelong relationships with clients, helping them to secure the financial futures of themselves and their families, through the breadth of wealth management and financial planning services that I offer.

Many of the clients I help are business owners who benefit from both the corporate and personal advice I provide. I am an active member and membership Ambassador of the London Chamber of Commerce and Industry and also sit on their Pension's Committee.

Outside my working life my passion is for classic and vintage motor cars and motor sport, an interest I share with my father. We regularly attend the Le Mans 24 hours in France and we have recently been to the Race du Ramparts in Angouleme. I am also a member of the Vintage Sports-Car Club, for which I previously established a member benefit service via my St. James's Place practice.

My wife and I enjoy competing in events to raise funds for charity. I am actively involved in raising funds for the St. James's Place Charitable Foundation and sit on the Foundation Committee. I have taken part in the foundation Triathlon, and also participate in the Foundation's annual cycle challenge.

Apart from this our 15 year old daughter and 13 year old son keep us both on our toes!

Testimonials

Item 1 of 9
I have complete confidence in the way my investments are carried out. I am happy I can contact my financial adviser and have immediate response. I would recommend him without doubt.
B. V. Thompson |Retired, Stebbing Dunmow
of9

Accreditations

Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Financial-Planner-(CII)-Chartered-Off-White.svg

Click on the accreditations for more information

Insights and E-Briefing Service

Visit Insights to read articles and news to help you make informed decisions about your wealth or sign up to the E-Briefing Service; a personalised email communication service that keeps you informed on the issues that might impact your wealth.

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.