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Advisers / James Roberts

James Roberts

Chief Executive

‘Clients first, company second, self third’. James is a modern CEO but firmly grounded in the old City mantra.

He first qualified as an adviser at Equitable Life in 1999 and moved to be a Private Banker with Coutts. He co-founded Partners Wealth Management (PWM) in 2004 and led it to become recognised as one of the leading advisory firms in the UK.

In 2021, after successfully combining Partners Wealth to become the independent arm of 7IM, James led integrating and evolving a number of 7IM acquisitions, notably Turcan Connell, 7IM Private Clients and Eastcote Wealth Management.

James is a passionate believer in the importance of advice-led wealth management, with person-to-person service backed up by modern technology. His vision for Blevins Franks is that the business helps UK individuals feel as though they have a complete understanding, control and security in their finances, whether they are in Britain or with the added dimension of living in Europe.

James is a graduate of the Meyler Campbell Mastered programme and a qualified Executive Coach.

Outside work, James is on the Court of the Worshipful Company of Cutlers. He has a passion for sport, still actively playing tennis, cricket, hockey, padel, golf, cycling and skiing. The latter too often in combination with his passion for wine.

Blevins Franks has been providing specialist financial advice to British expatriates across Europe for 50 years. Our expertise covers tax, estate planning, pensions and investment management to offer a genuinely holistic approach to financial planning.
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28 St James’s Square, London SW1Y 4JH
Gasan Centre, Triq il-Mergħat, Zone 1, Central Business District, Mrieħel CBD1020
+44 (0)20 7389 8133 Make an Enquiry

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[email protected]   +44 (0)20 7389 8133.

Blevins Franks Financial Management Limited (BFFM) is authorised and regulated by the Financial Conduct Authority in the UK, reference number 179731, to provide advice in the UK. Blevins Franks Wealth Management Limited (BFWML) is authorised and regulated by the Malta Financial Services Authority, registered number C 92917 to provide advice in Malta and other EU countries in line with its [IDD and MiFID] passporting permissions. It is authorised to conduct investment services under the Investment Services Act and authorised to carry out insurance intermediary activities under the Insurance Distribution Act. Where advice is provided outside of Malta via the Insurance Distribution Directive or the Markets in Financial Instruments Directive II, the applicable regulatory system differs in some respects from that of Malta. BFWML also provides taxation advice; its tax advisers are fully qualified tax specialists. Blevins Franks Trustees Limited (BFTL) is authorised and regulated by the Malta Financial Services Authority for the administration of trusts, retirement schemes and companies. BFFM, BFWML and BFTL are all part of the Blevins Franks Group Limited (BFGL) whose registered office is Gasan Centre, Triq il-Merghat, Zone 1, Central Business District, Mriehel CBD1020, Malta. This promotion has been approved and issued by BFWML and BFFM for respective use in the EU and UK.

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