Antonia Roberts

Financial Planner

“Proper financial planning can be life changing. FPC’s approach to ensuring that every aspect of their clients’ needs are considered and met is truly remarkable”

Antonia began her career in Personal Tax with a Big Four accountancy firm in Manchester, becoming a Chartered Tax Adviser specialising in Owner Managed Businesses.

She then gained wider Business Consultancy, Accounts and Audit experience more locally in Liverpool before joining a Financial Education and Guidance Specialist firm. It was here that she realised how much she enjoyed working one to one with individuals to help them make decisions about their financial future. She completed her Diploma in Financial Planning and became the Firm’s first ever female promotion to an Investment Adviser within their Regulated Financial Advice arm.

Deciding to pursue Chartered Status, she joined the Financial Planning team of a national Wealth Management firm in order to gain the necessary technical grounding to become a fully fledged Financial Planner.

Antonia’s professional qualifications include:

  • Chartered Tax Adviser
  • ICAEW Certificate in Finance, Accounting and Business
  • Diploma in Financial Planning

In 2022 she joined the team at FPC in order to follow the firm’s holistic planning proposition. She works alongside our Advisers to help clients plan their finances…and lives generally.

A former hockey player, Antonia has recently turned to golf and is still trying to fully adapt her swing! She graduated from a Golf School at The West Lancashire Golf Club to become a full playing member, and has now joined Formby Ladies Golf Club in the hope of improving her short game.