What do our clients think of Rhodes Wealth Management?

St. James’s Place have guided and grown our investments for more than 20 years. A recent exhaustive review covering strategy, wills and inheritance planning in retirement has given us great clarity and importantly peace of mind.

I cannot put a value on the level of service and quality of advice received. I commend SJP unreservedly.

Past performance is not indicative of future performance.

Gavin has always given me the correct advice on any financial matters that I have asked about, he manages my account to suit my needs. He has put me in touch with specialists when I have requested advice outside of his area.

He is a pleasure to do business with and nothing is too much trouble for him. I have and will continue to recommend him to family and friends.

We have worked with Gurdeep now for a number of years. For anything financial, investment, pension, future changes relates we always turn to Gurdeep, valuing his opinion, knowledge, experience and most of all down to earth and practical approach.

Gurdeep is always professional, realistic, balanced and friendly. He is an asset worth having!

I have been with SJP for my investment advice for the last ten years. I have been looked after by Mr Gavin Lawler of Rhodes Wealth Management for the last four years, meeting at my residence once a year, frequently giving me opportunity to discuss my investment by emails and by zoom meetings.

I have been provided with amazing customer service. I just feel I am where I dreamed of being and so thankful for the ways Mr Lawler has supported me. He has always responded to me in a very timely manner. I send my best wishes and regards to Mr Lawler.

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.

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.

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.

Past performance is not indicative of future performance.