At Rogers Wealth Management we specialise in bespoke face-to-face financial advice to individuals, families and businesses in Nottingham, Lincolnshire, Derbyshire and beyond. We pride ourselves on building long term relationships with our clients. Our areas of specialism include:
• Preserving and building capital and investment planning - We believe in buying and holding investments for the long term and not investing in fads and fashions.
• Retirement income and pension planning - We understand that once retired a finite pot needs to be managed in a prudent fashion.
• Reducing an inheritance tax liability and inheritance planning - We understand that often passing money on to heirs rather than HMRC is a clients number one priority in later life.
• Protection against financial risk – We understand that protecting your family in the event of your death is a huge responsibility.
We are proud to be a part of St. James's Place Wealth Management and the distinctive investment approach that it brings to the table. We understand that clients have often spent many years working hard to accumulate wealth and preservation is first and foremost for most people. We offer a bespoke service agreed at outset including but not limited to regular updates and reviews in accordance with our clients requirements. We are aiming to be the ‘go to’ for trusted financial advice in the East Midlands.
The value of an investment with St. James's Place may well fall as well as rise. You may get back less than you invested.
Taxation rules can change at any time and are dependent on individual circumstances.
Rogers Wealth Management Ltd is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products.
SJP Approved 04/07/2023
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Industry
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Financial Services
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Company size
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2-10 employees
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Headquarters
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West Bridgford, Nottingham, England
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Type
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Partnership
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Founded
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2010