We offer a broad range of services, from individual investment advice and pension planning to corporate and business advice. Rhodes Wealth Management works with you to understand your needs and priorities, and helps you get to where you want to be.
With clear guidance, we cut through the complexities of the investment world, helping clients fulfil their personal and professional visions.
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 therefor go down as well as up. You may get back less than you invested.
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 team.
We 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 rewards of a working life can be reaped and dreams fulfilled.
Our new mortgage division adds an extra and logical dimension to Rhodes Wealth Management’s portfolio. We believe that mortgage advice is critical to financial planning. Our mortgage adviser is experienced directly within the mortgage field.
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 built a company from being a single adviser 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.