Wealth Management, Investment Planning, Estate & Inheritance Planning, Retirement Planning, Mortgages
We provide holistic wealth management services and affordable access to industry leading expertise and research to both individuals and businesses across Bed, Bucks & Herts.
Services Include: Personal & Business Protection, Investment Planning, Tax Planning, Retirement Planning and Estate Planning.
Rodgers Family 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 http://www.sjp.co.uk/products.
SJP Approved 08/08/2024