Wealth Management, Investment Planning, Estate & Inheritance Planning, Retirement Planning, Mortgages
As an Associate Partner Practice of St. James’s Place I provide holistic wealth management services and affordable access to industry leading expertise and research to both individuals and businesses across Beds, Bucks & Herts.
Services include: Personal & Business Protection, Investment Planning, Tax Planning, Retirement Planning and Estate Planning.
Mandy Rodgers Wealth Management is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.