Wealth Management Company in Derby
About us
At Rhodes Wealth Management, we give our clients peace of mind, particularly when they are under the most pressure from life-changing events such as bereavement, divorce or planning for retirement.
Through quality, integrity and excellence, we have become a source of trusted advice to our clients as their financial needs evolve over the years.
Meet the team
Adam Rhodes
Chief Executive Officer
Gavin Lawler
Senior Wealth Management Consultant
Gurdeep Lall
Senior Wealth Management Consultant
Tom Webster
Wealth Management Consultant
What we do
The foundation of Rhodes Wealth Management is built on long-term relationships with our clients.
By working closely with them and those closest to them, we help plan for long-term success and security.
We are passionate about the here and now but also for leaving a legacy for future generations.
Our ethos
Our approach
We listen to our clients, learn about their circumstances and work out the best possible financial plan for their future. Whether it’s paying for their child’s wedding, writing a Will or finding a mortgage, Rhodes Wealth Management is here to help. We are proud that our clients stay with us for life.
Some of the services we have available to us are separate and distinct to those offered by St. James’s Place.
Wills are not regulated by the Financial Conduct Authority.