Business and corporate

Business Strategy Services

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.

Get in touch

How can we help?

Supporting you on your path to business success

We’re extremely proud to support businesses locally in Derby, and across the UK. We offer a broad range of complex financial planning services to help your business grow and achieve its long-term goals.

St. James’s Place Wealth Management has launched the Entrepreneur Club to further optimise our relationship with business owners, providing insight, updates and strategic support. We work with a range of specialists to tailor business advice to you.

Please note that where you are introduced to the services of one of the advisory network support specialists relevant to you and your business, the services they provide will be separate and distinct from those offered by St. James’s Place and they will discuss with you fully any costs that may be associated.

Your business and its shareholders all have the same aim, to help your business grow. Part of ensuring your business can continue to thrive, is preparing for the worst. There are different types of business protection insurance available for your business, and Rhodes Wealth Management can help you understand which will benefit, and protect, your business. 

Our financial advisers will review all potential scenarios and ensure that in the event of shareholder or partnership critical illness or passing, the right protections are in place to keep the business on the right track.

Shareholder protection offers your company stability and time to adapt in the unfortunate circumstance a shareholder becomes critically ill or passes on. This is different to relevant life cover which can be put in place for all of your employees and is paid directly to employees, or their families.

Shareholder protection is paid to the business to give you the ability to buy back shares from a shareholder who is unable to continue their role through illness or death. Business continuity is essential to help your employees feel safe and to maintain trust with clients.

Employee benefits and remunerations aren’t just a way to attract top talent, they’re a way to retain value members of the team.

Rhodes Wealth Management will work with your business to make sure your employees are receiving benefits they value. We can look at benefits such as flexible benefits, salary sacrifices, private medical insurance, and protection planning. The key to great employee benefits is working with your employees to offer them benefits that will truly enrich them.

Our financial advisors will also ensure you’re meeting your obligations as an employer; this can involve setting up pension schemes. We can even help set up financial support programmes for employees and their families.

As a business owner, it might be difficult to imagine ever wanting to exit it. But, as you approach retirement or your priorities change, you might find you want to enjoy the results of your business success. 

Rhodes Wealth Management works with a panel of specialist business advisors to help you prepare an exit strategy. This means you can work to secure the future success of what you’ve worked so hard to build and can make your own future plans.

Exit strategies may include the referral to a service that is separate and distinct to those offered by St. James’s Place.

The value of an investment 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 levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.

Learn how we can help

Working with you

A financial service to suit every need possible...

We provide face-to-face financial advice to our clients.

Get in touch

Giving you the opportunity to review your financial affairs regularly.

Get in touch

Managing your investments proactively, with your needs in mind.

Get in touch

Exploring new opportunities with you.

Get in touch

Planning for the future appropriately helps to preserve your estate and pass it to those closest to you.

Get in touch

Protecting those closest to you with estate planning.

Get in touch

Explore Rhodes Wealth Management

Putting you and your family first…

About us

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


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

View Our LinkedIn Account