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.
We serve clients throughout Derbyshire and the Midlands from our offices in Derby and Nottingham. Whether you’re running or selling a business, taking the first steps towards retirement or you need advice on Inheritance Tax. we’re here to support you throughout every stage of life’s journey.
Meet the team
Adam Rhodes
Chief Executive Officer
Gurdeep Lall
Director
Tom Webster
Director
Hayley Burton
Managing Director
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
Knowledgeable guidance, personal to you
“Our association with you for many years has been for us fruitful, joyful and very knowledgeable.
We are so happy that we have continued our relationship for many years.”
KISHOR AND JYOTI MEHTA
“As a nervous first time investor Josh took time to get to know me, answer my questions and make sure I understood every aspect of his advice.
I came away from each meeting feeling valued, listened to and confident with my choices. No hesitation in recommending.”
RACHAEL ANDREWS
“We have worked with Gurdeep now for a number of years. For anything financial, investment, pension, future changes relates we always turn to Gurdeep, valuing his opinion, knowledge, experience and most of all down to earth and practical approach.
Gurdeep is always professional, realistic, balanced and friendly. He is an asset worth having!”
SARAH WILSON
Keep up to date
Keep a track of your savings and investments easily.
