Financial Advisor Services

How Our Financial Advisors Can Help You

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.

Get in touch

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.

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

Financial Advisors For Every Step Of Your Journey

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.

Meet the Rhodes Wealth Management Team and find out more about our mission.

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

Financial Advice Tailored To Your Goals

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.

Meet A Rhodes Wealth Management Financial Advisor At One Of Our Events

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.

Talk to us

Ready to start your journey?

Learn how we can help

Our friendly team can assist you with every avenue of financial planning. Get in touch to find out more.

Keep up to date

Blog

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

View Our LinkedIn Account