Testimonials

What do our clients think of Rhodes Wealth Management?

Gurdeep has been my advisor for the past three years and throughout has given me excellent service. Even during lockdown he kept me informed and up to date with my pension and has been available throughout with sound advice.

I would not hesitate in recommending him to anyone.

Brent Mawby, Client

Tom is friendly and relaxed, yet his advice is always sound, based on our individual needs and his up-to-date knowledge of financial matters. He is able to transcribe financial language into the everyday with patience and his choice of words, graphs and diagrams.

His reviews are an accurate and succinct reflection of our discussions. We would not hesitate to recommend his efficient and trustworthy services to others.

Valerie Maher, Client

I have been with SJP following my redundancy from local government approximately 12 years ago. At that time a friend recommended SJP to me. After looking into alternatives I took the decision with the agreement of my wife to invest our modest funds with the organisation. I was informed that it was for a longer term investment and the market could rise and fall. That did happen but, I am pleased to say, the value of our investments has to-date recovered from any dips! I have recommended SJP to a number of friends. They too have been pleased with the results.

There have been some changes in personnel over that time. Despite this the advice we have received has been accurate and informative. Our latest adviser now lives far away (we relocated) but manages to keep us informed when travelling to his favourite family holiday location near our home in Cornwall! In short I am happy with the advice and fund performance.

Ray Waring, Client

Gurdeep is an excellent advisor with a wealth of knowledge and always happy to help. Since meeting with Gurdeep and moving my pension, I have felt relaxed about my savings and it feels like it’s in safe hands.

Pankaj Kapoor, Client

I expect the people from SJP to be highly qualified and to behave in a professional manner. It is a bonus when the individual is also a nice person who takes an interest in the rest of my life outside the purely financial. Gurdeep Lall is such a person and I have no hesitation in recommending him as a financial adviser with whom one can also feel at ease.

Steve Sordby, Client

Just like to say a big thank you to Rhodes Wealth Management, in what has been a period of uncertainty it was great to sit down with Gurdeep and have my portfolio explained in a clear and concise manner.

I never feel that I am being ‘Bamboozled’ with information, I have in the past and will continue to recommend your services.

Charlie Wileen, Client

Gavin has been giving me financial advice and life advice for over 4 years and has always put my needs first. He is always professional but friendly when he visits to keep information and advice updated. I would thoroughly recommend him, and indeed have, to anyone who is looking for a reliable and trustworthy service.

Pauline Bailey, Client

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You should remember that past performance refers to the past and is not a reliable indicator of future results. The value of an investment and the income from it can fall as well rise. You may get back less than you invested.

 

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