Services

What our financial advisers can do for you

We offer a broad range of professional financial services, from individual investment advice and pension planning to corporate and business financial advice from our office in Derby. Rhodes Wealth Management works with you to understand your needs and priorities, and helps you get to where you want to be.

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Managing your investment planning

With clear guidance, we cut through the complexities of the investment world, helping clients fulfil their personal and professional financial visions.

Our investment management advice is tailored to suit your specific needs, whether you are looking to invest for income or want to maximise all relevant tax-efficient allowances, our financial advisers in Derby will walk you through the opportunities available to you.

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.

Preserving your wealth

Your hard-earned money should be preserved for future generations, so we explore all avenues and put plans in place that aim to achieve this. We scrutinise every area which can potentially disrupt how wealth is passed to your nearest and dearest. Gifting, inheritance tax, protection planning and the fallout of Later Life planning will all come under examination of our expert financial advisers and consultants.

Planning for your retirement

Our financial advisers in Derby help clients plan to be financially sound when retirement comes, so they can enjoy their golden years. However far off retirement may seem, it is never too early to think about the future and how the rewards of working life can be reaped and dreams fulfilled.

Mortgages

Our mortgage division adds an extra and logical dimension to Rhodes Wealth Management’s portfolio. We believe that mortgage advice is critical to successful financial planning. Our mortgage advisers in Derby are experienced directly within the mortgage field.

Your home may be repossessed if you do not keep up repayments on your mortgage.

Business and corporate

We understand business. Our founder and managing director, Adam Rhodes, has built a company from being a single financial adviser in Derby to employing 20 people. He has experienced the pitfalls and the possibilities and has passed his experience on to our team. We can help seize the opportunities, overcome obstacles and ensure employer obligations are carried out.

Your financial planning experts

Our team of financial planners offer independent financial advice that is jargon-free and can be tailored to suit your individual or business requirements. No matter what stage you are at, we provide you with the best financial advice for you.

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Financial Adviser Derby

Rhodes Wealth Management offer a holistic approach to your finances, allowing you to make the most of your savings and investments. We work with you to develop a bespoke financial plan to improve and protect your financial position. From our office in Derbyshire, we provide independent financial planning services to individuals and companies locally in Derby and nationwide. We ensure all our clients receive clear and comprehensive advice according to their long term financial requirements. Find out more about our financial advisers Derby team.