Who we are
Rogers Wealth Management offers a bespoke service agreed at outset including but not limited to regular updates and reviews in accordance with our clients requirements. We are aiming to be the ‘go to’ for trusted financial advice.
We help our clients in a wide range of areas including:-
- Preserving and building capital - We believe in buying and holding investments for the long term and not investing in fads and fashions.
- Planning for retirement- We understand that once retired a finite pot needs to be managed in prudent fashion.
- Reducing an inheritance tax liability - We understand that often passing money on to heirs rather than the taxman is a clients number one priority in later life.
- Protection against financial risk – We understand that protecting your family in the event of your death is a huge responsibility.
Rogers Wealth Management has an office in Nottingham and works with clients in Nottinghamshire, Leicestershire, Lincolnshire and Derbyshire, as well as other parts of the U.K.
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.
The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.
The Partner Practice 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.
