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Trelawny Wealth Management Limited

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Richard is an experienced Financial Adviser with over 30 years in the financial industry and has obtained Chartered Financial Planning status.

After three successful years as a financial adviser with Prudential Financial Planning, Richard was delighted to establish his own financial advice business, Trelawny Wealth Management Limited, as part of The Advice Partnership from Prudential.

Richard has been helping people achieve financial security throughout his career, and has expertise across all areas of financial planning, including retirement, investments, and estate planning. Richard takes pride in providing investment solutions to meet individual client needs. He provides bespoke advice, following a rigorous assessment of each client’s financial needs.

Quite simply, Richard provides sound, personal and expert advice.

In his spare time, Richard enjoys spending time with his family, running and supporting his local Football and Cricket teams.

From 19th November 2021, “Prudential Financial Planning” and “The Advice Partnership from Prudential” are now known as “M&G Wealth Advice”.

Testimonials

March 2021

Richard provides an excellent service and I am very happy I switched to Pru. I have recommended Richard to circa 10 of my colleagues, who now also use the service from Richard and Pru.

March 2021

I first met Richard Roberts when I was a customer of HSBC, I found myself with a difficult Probate situation. Richard was called and he took the responsibility from my shoulders. He later joined an Investment Company and after a few years, I was delighted to find him again.  Since then has guided me through financial transactions to help with inheritance tax which I know little about.  I trust Richard to do the best for my family and myself, he is an utterly trustworthy financial adviser.

March 2021

I cannot praise Mr Roberts enough for the great service he has provided for me,  my friends and family. He has been very helpful on all questions I have asked of him. His advice on financial matters have been priceless and much appreciated. I personally would not change my adviser for all the tea in China.

March 2021

Firstly a massive thank you to Richard Roberts for the work he carried out on my behalf. Following some life changing issues in our family, these changes needed to happen. Richard was an excellent financial adviser form start to finish, I would have no hesitation in recommending him to deal with any of my financial affairs in the future.

March 2021

I have been using Richard as my Financial Adviser for well over 12 months, he is extremely professional and approachable. My knowledge of what you can and can’t do with a pension was fairly limited, Richard has been able to explain in detail and with clarity the complex rules. I’m really happy with the service and guidance Richard has provided over the past year or so.

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Trelawny Wealth Management Limited is an appointed representative of M&G Wealth Advice Limited. M&G Wealth Advice Limited is authorised and regulated by the Financial Conduct Authority. M&G Wealth Advice Limited is registered in England and Wales. Registered office at 10 Fenchurch Avenue, London EC3M 5AG. Registered number 5739054.

M&G plc, incorporated and registered in England and Wales. Registered office: 10 Fenchurch Avenue, London EC3M 5AG. Registered number 11444019. M&G plc is a holding company, some of whose subsidiaries are authorised and regulated, as applicable, by the Prudential Regulation Authority and the Financial Conduct Authority.

M&G plc is a company incorporated and with its principal place of business in England, and its affiliated companies constitute a leading savings and investments business. M&G plc is the direct parent company of The Prudential Assurance Company Limited. The Prudential Assurance Company Limited is not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom.