Welcome to Rhodes Wealth Management

Expert financial advisers in Derby & Nottingham

Book an Appointment

Changing People's Lives for the Better

Professional financial advice, specialising in pension planning, protection and legacy planning, and investment advice.

We believe that effective wealth management is not just about numbers; it’s about understanding your future aspirations, goals and lifestyle and creating a tailored plan that prepares you for the future, whilst making the most of today.

By empowering our clients to make the best decisions about their financial future, we can make a positive impact and change their lives for the better.

Experience the difference with Rhodes Wealth Management – where your financial wellbeing is not just a destination but a journey we embark on together.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as go up. You may get less back than you invested.

Our services

See what our clients say

Rhodes has supported us through our journey to retirement. They are genuine and understand they are dealing with people’s hard-earned wealth. Everyone at Rhodes has been very respectful, meticulous and thoughtful.

Kevin Hall

The financial advice I have received from Rhodes has allowed me to retire with confidence, knowing that my money is working as hard as possible. I feel safe and well looked after by the team at Rhodes.

Adrian Buttress

Over the 10 years, Rhodes Wealth Management has helped me grow portfolios for my company pension, my ISA and Investment Bond so that I can approach retirement with more confidence.

Sue Dockrell

Explore Rhodes Wealth Management

See how we're Changing People's Lives for the Better ...

About us

Meet the team

Learn more

Our mission

Learn more

Careers

Learn more

Blog

Learn more

Do you have a question about our services?

Find out what you need to know from our frequently asked questions.

Professional financial advice will ensure that you’ll be able to afford what you want to do now and in the future. It also helps you feel more confident about your financial choices and give you more security about your financial future.
Starting to invest your pension as early as possible will give you a better chance of achieving the retirement that you have in mind. If it all seems a long way off, it’s fine to start small and build up. The main thing is to get going. The best way to start investing into a pension is to start with a financial plan, which we help you put together, based on your individuals needs and circumstances. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
A financial plan is a comprehensive document that brings together your income, expenses, assets, and liabilities to create a clear picture of your current financial health. We'll assess your ability to achieve future goals, considering factors like income sustainability, saving potential, tax efficiency, gifting capacity, and the impact of investments and market fluctuations.
Yes we are an Appointed Representative of St. James’s Place Wealth Management (which is authorised and regulated by the Financial Conduct Authority).
We visit clients in their home, or you can come to our offices in Derby or Nottingham, whichever is more convenient for you. We can also carry out meetings online.
The initial meeting is complimentary and there is no obligation to proceed with us. At the first meeting, we will discuss your financial goals and what you want to achieve. The adviser will explain where they can help and how much it might cost if you do choose to invest with us.
Yes. Our financial advisers can help you navigate complex areas like inheritance tax, gifting, and later-life planning. By understanding your options, you can protect your assets and ensure your loved ones inherit what you intend.

Talk to us

Ready to start your journey?

Book an Appointment

Our financial advisers based in Derby and Nottingham can assist you with every aspect of financial planning. Get in touch to find out more.

Number

01332 497670

Email

rwm@sjpp.co.uk

Keep up to date

Read our latest news and insights

Changes to Inheritance Tax: What this means for you following the Autumn Budget 2024

Posted 12.11.2024

Read post

Planning ahead of the UK Autumn Budget 2024

Posted 24.09.2024

Read post

Webinar: The Business Exit Blueprint: Strategies for Success

Posted 14.08.2024

Read post

See our latest news and updates on our LinkedIn profile below.

View Our LinkedIn Account