Mandy Rodgers (Mandy Rodgers Wealth Management )

Mandy Rodgers
Mandy Rodgers Wealth Management


4N membership number: 117841

07824 408990
Location: Leighton Buzzard

     


My Stats
Last online
2nd Jun 2017
Member since
16th Mar 2015
Number of views
91
Number of posts
Number of testimonials
Meetings attended
52
What I Do
  • Financial Advice
  • Financial Planning and Wealth Management
  • Financial Advisor, Wealth Management
  • Financial Healthcheck & Review
  • Estate Planning & Wealth Protection
My Favourite Links
N/A
My Company Information

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.

About Mandy Rodgers

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.