Managing your investment planning

Making your money match your life ambitions

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.

Get in touch

How can we help?

A financial service to suit every need

Everybody wants to ensure their money is working hard for them, and with interest rates remaining low more people are exploring other options for their capital, with investing for income becoming more popular than ever. At Rhodes Wealth Management, we’ll walk through all available opportunities with you, tailoring a risk-rated portfolio to suit your needs, priorities and plans for the future.

As part of our review process, we’ll look at all areas of financial planning with you to ensure that our recommendations are tax efficient and using all relevant allowances and tax-advantaged investment solutions. We don’t use complex jargon and make sure you have a full understanding of the options available to you and how they can help you achieve your goals.

With the ISA allowance for the 2021/22 tax year remaining at £20,000 and increased flexibility around using this for cash and investments it is essential to make sure that you are optimising your annual allowances. Our experienced advisers will sit with you and walk you through all available opportunities in this area when you attend your no obligation consultation.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.

An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society.

The levels and bases of taxation, and reliefs from taxation, can change at any time and are generally dependent on individual circumstances.

See all of our financial services.

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