Mandy Rodgers Wealth Management Practice is an Associate Partner Practice of St. James's Place Wealth Management, one of the UK’s leading wealth management organisations. As a company we specialise in delivering quality, face-to-face wealth management advice with a commitment to building trusted and enduring relationships with clients. The St. James’s Place proposition is further enhanced by its distinctive approach to investment management.
Services include retirement planning, estate planning, personal & family protection, savings & investment planning, private health, business protection & retirement solutions.
The Partner Practice 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 at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.
I am passionate about helping busy professional people achieve their financial goals. I advise clients on all aspects of financial planning and wealth management, helping them to create a realistic and achievable financial plan both for today and the future.