Financial Advisor Services
Rhodes Wealth Management has a dedicated, passionate team of financial planners who will offer advice specific to your financial needs. We’re known for working closely with our clients to make sure we fully understand your financial goals and can help you get where you want to be.
How do you start investing? Preparing an investment plan can seem intimidating, especially if you’re not sure what type of investments are right for you! Our Derby based financial planners work with clients across the UK to offer advice on everything from mutual funds and the stock market to Junior ISAs and savings accounts that work for you. With the right advice tailored to your individual circumstances, you can achieve your financial goals.
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.
The favourable tax treatment of ISAs may not be maintained in the future and is subject to changes in legislation
You work hard for your money so it makes sense you want to be able to enjoy it into your golden years and pass something down to your loved ones. Our financial advisors will help you understand gifting, inheritance tax, protection planning and the importance of later-life planning. This means you can make informed decisions that will benefit your loved ones even after you’ve gone.
Our financial advisers in Derby and Nottingham work with clients across the UK to make smart financial choices so they can enjoy their retirement. While retirement might seem years away now, it’s never too early to think about planning for retirement. A financial adviser can help you understand the types of pension available, understand how to maximise your retirement income, and reach your later-life goals.
At Rhodes Wealth Management, we believe that mortgage advice is critical to successful financial planning. For many people, a mortgage is a part of achieving their long-term goals, whether you’re buying your first home or remortgaging to put in an offer on your dream family home.
Our mortgage advisers work with clients across the UK to help buyers with tailored mortgage advice. We offer a comprehensive range of first charge mortgages from across the market, which lenders make available to mortgage intermediaries.
Your home may be repossessed if you do not keep up repayments on your mortgage.
We understand business. Our founder, and managing director, Adam Rhodes has grown Rhodes Wealth Management from a single financial advisor in Derby to a thriving company employing over 25 people. His invaluable experiences building a successful company from the ground up are an essential part of our business and corporate financial services. We can help your business seize opportunities, overcome obstacles, and ensure you not only meet your employer obligations but help your team thrive.
It is has been recognised that the UK’s social care system requires reform in order to meet the changing and increasing needs of an ageing population. New legislative changes have been proposed to change various thresholds and introduce a supposed care ‘cap’ on fees. Despite these changes not coming into effect until October 2023, anybody moving into care is likely to be affected by the changes. The changes are likely to result in a far greater need for financial advice.
At Rhodes Wealth Management, our Derby based passionate financial advisor team offers a range of tailored financial services for individuals and businesses. We offer individual services from investment advice to planning for your future by securing your first mortgage*. Whether you’re looking at how you can preserve your wealth for future generations or taking your first step towards investment, we’re here to help.
For businesses, we offer a range of business and corporate financial advice including key person protection and employee benefits. Preparation is key for a successful business and our team of experienced financial advisors will help you plan for the future and understand your business’s current financial situation.
Based in beautiful Ashbourne, Derbyshire we offer financial planning services to customers around the UK, as well as our Derby home. Our certified financial planner team offers jargon-free advice that actually fits your individual and business financial needs.
Whatever stage you’re at, Rhodes Wealth Management is here to help. Our financial advisors can support you with everything from life insurance and inheritance tax planning to mutual funds and protection insurance. We recognise that all of our clients have their own needs and requirements when it comes to financial planning. Every financial advisor at Rhodes Wealth Management will work with you to make sure you have the right advice for your needs.
Our mission is to offer you financial advice that helps you make the most of your financial assets so they can be passed down to future generations. We believe in creating a better community where people have the tools and knowledge they need to create a better future.
It’s not just our local community we believe in either. Since 2017, we’ve been the proud sponsors of Pamoja Leo. This UK & Tanzanian based charity work tirelessly to help vulnerable children and families create supportive communities with a focus on education, healthcare, and skills development. We support this incredible project by hosting fundraising events and providing ongoing sponsorship.
Get in touch with us for a no-obligation consultation with a financial planner. We’ll discuss your financial plans and offer professional advice on the best next steps for your personal circumstances.Book a consultation
Rhodes Wealth Management offers a holistic approach when providing our clients with personal financial advice. Every financial advisor in our team wants to make sure that you can make the most of your savings and investments. We ensure all our clients receive comprehensive financial advice according to their personal circumstances.
Our financial planners work with you to develop a bespoke financial plan that can improve and protect your personal finances. We have years of experience to help you navigate all of life’s big milestones. We’ll make sure that you know what you need to do in regards to pension transfers, retirement planning, mortgage advisors and more.
We host a variety of financial events, both online and face to face. This is a great opportunity for you to meet our certified financial planner team and improve your financial literacy. We host a range of educational events with financial advisors and fun community events.