Meet the team
L’Toni Roberts
Client Relationship Manager
L’Toni is diploma-qualified and has worked in financial services for over 5 years.
At work
L’Toni joined RPG Chartered Financial Planners immediately following her A-Levels but has continued her academic studies; obtaining the Diploma in Financial Planning from the PFS in June 2019.
She was shortlisted for the prestigious “Women in Finance – Rising Star” award in 2019, a pleasing recognition of her commitment to the industry.
L’Toni liaises with clients & providers, preparing annual review packs and organising meetings as well as researching and preparing recommendations.
At home
L’Toni is a proud Welsh speaker.
When not in work, she enjoys horse riding, country walks and holidays with her family.