What I Offer…

Mandy Rodgers Wealth Management – Wealth Manager

 

About:

My expertise covers the broad spectrum of financial planning and will help you and your business. For more information contact me on 01296 662092 | 07824 408990 or visit my website at: www.mandyrodgers.co.uk.

Based in Cheddington, Buckinghamshire, I have spent the last four years providing financial advice to businesses, start-ups and entrepreneurs in the local area.

Our services:

  • Investment planning
  • Retirement planning
  • Protection

With an ever-changing environment and changing client circumstances, I feel that it is essential to write bespoke financial plans for clients, so I can help them achieve their goals and, more importantly, to review these plans regularly to ensure they remain current and accurate.

 

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.

 

 

Why I’m good at what I do…

I am passionate about helping busy professional people to achieve their financial goals. I advise clients on all aspects of financial planning and wealth management, helping them to create a bespoke financial plan both for today and the future.

Member Testimonials

  • I attended an event this week where Mandy invited people so she could talk to them about all things financial. She presented brilliantly well. Witty and Funny, but had this knack of making things very easy to understand. Genuinely awesome Financial wizz. Do have a chat with her about your money!!

What I do

  • Financial Advice
  • Financial Planning and Wealth Management
  • Financial Advisor Wealth Management
  • Financial Healthcheck & Review
  • Estate Planning & Wealth Protection

My Stats

Last online 22nd Oct 2018
Member since 16th Mar 2015
Number of testimonials 1
Meetings attended 59

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