# David Roberts & Partners Wealth Management

David Roberts & Partners is a long-established wealth management firm based in Southport, serving private individuals and business owners across the North West. With a reputation built on trust and local knowledge, the firm specialises in helping clients build, grow, protect and preserve their wealth through tailored financial advice.

The practice works with a diverse client base including company directors, professionals such as barristers and IT consultants, and salaried employees seeking to optimise their financial position. They distinguish themselves through their commitment to building genuine long-term relationships rather than transactional interactions. This is evidenced by their detailed annual reviews, proactive communication about market developments, and willingness to invest considerable time resolving unsuitable contracts or complex situations.

What sets David Roberts & Partners apart is their technical expertise combined with accessible explanations. Clients consistently praise advisers like Mike Taylor and Gary Taylor for demystifying complex products—from income protection policies and pension planning to trust and life insurance arrangements. The firm demonstrates particular strength in tax-efficient wealth strategies and pension consolidation.

Operating through St. James's Place, they provide FCA-regulated investment advice alongside unregulated trust services. Their approach emphasises understanding individual circumstances thoroughly before recommending solutions, with clients highlighting how advisers explain both benefits and options clearly rather than pushing products.