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.
How can we help?
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.
Working with you
We provide face-to-face financial advice to our clients.
Giving you the opportunity to review your financial affairs regularly.
Managing your investments proactively, with your needs in mind.
Exploring new opportunities with you.
Planning for the future appropriately helps to preserve your estate and pass it to those closest to you.
Protecting those closest to you with estate planning.