Associate Partner Practice of St. James's Place Wealth Management
“Following the sale of our business back in 2012 we needed to invest the proceeds to gain an income and increase the value of our capital. Having spoken with various banks and financial advisers we found ourselves confused and unsure what to do for the best. We were then put in touch with Scott Rogers. During our first meeting with him we were given a detailed approach to all areas of investment, inheritance tax planning and how to diversify and minimise investment risks. He then asked us to detail our own requirements and expectations as far as possible. This was the first time anyone had taken this approach to our needs, it gave us both confidence to proceed with Scott and St. James's Place. From that day forward we have been completely satisfied with the results and returns achieved and could not ask for a better service. We have and will continue to recommend Scott to our friends in the knowledge that they will receive an honest and achievable outcome of their financial investments.”
“We initially worked with Scott to facilitate the transfer of my pension fund from my former employer's into a Retirement Plan with St. James's Place. It was the best investment decision I ever made. My wife and I have also invested in ISA's. Since then I have also invested in an Insurance Protection Policy to protect against possible future estate inheritance tax. Scott has continued to support me by continually reviewing my plans and investment portfolios to ensure that the maximum benefits and returns are achieved to suit my risk strategy and to support my requirements in retirement. The support both on planned periodical reviews and in giving ad hoc advice as and when required has been exceptional.”
Retired Company Director, Wakefield
“I am a person at the crossroads of my life, about to make an enormous decision regarding my retirement. Initially, I always looked after my own financial affairs until meeting Scott Rogers in my mid 50’s. Since that time, we have had several one to one meetings, discussing and planning investments, leaving open the option of my retirement. Under Scott’s advice, we formulated a plan, putting together the types of investments most suited to my circumstances, giving careful consideration to any adverse changes that could occur along the way. Scott provided good sound advice, always explaining thoroughly the consequences of whichever direction I chose. His knowledge, particularly regarding the implications of taxation on investments was, and still is, invaluable. I am very pleased to offer my recommendation as a very satisfied client. I am now over the official retirement age and in a wonderful position to inherit the benefits of his early advice.”
Barry S Francis, General Manager, Kirkby in Ashfield
“Scott Rogers has been my financial adviser for some years now and I would not hesitate to recommend him. He is friendly, efficient and helpful without being pushy. He listens and ensures he fully understands his clients’ financial needs before offering advice. More than this though, Scott is completely trustworthy, something that is crucial in any relationship but especially so between a financial adviser and his client.”
T Goodchild, Retired
“During the many years Scott has been supporting and advising my investment decisions, I have found him to be thoroughly professional yet always approachable. My trust in him has been amply repaid with a steady and secure return on my savings. I would not hesitate to recommend him to anyone looking for sound advice over the long term. ”
R G Tristram, Retired, Nottingham
“Scott has helped and advised me over a number of years. He has invested my money to ensure it works best for me at the moment and I know he has plans in mind for the future when I need an income rather than capital growth. His sound advice and gentle manner have been reassuring to me.”
“Scott has always given my wife and I sensible and clear advice with investment and inheritance tax problems. Many thanks to him.”
J H Rogers, Retired, Nottingham
“Scott has advised me and my wife over the last five years in all aspects of financial planning, both personally and for our family business. Over that short period of time Scott has provided us with an invaluable service and professional advice which has laid the foundations for providing for our growing family and our prospective retirement.”
“I am a widow and personal investment was much too complicated for me to take on by myself. Scott has advised me well. He has been trustworthy and considerate and provided me with professional service and support for the last 10 years. I would whole heartedly recommend him to anyone.”
Dr J Chapman, Retired, Nottingham
“I have known Scott for several years and when it comes down to trustworthy advice I do not have to think twice turning to him. He emanates a sense of trustworthiness that makes you feel secure during what is without doubt a very involved process. Scott is a true professional in every sense of the word. I would happily give Scott my highest recommendation for anyone needing his advice or support.”
K Charles, Company Chairman, Nottingham
“We have no hesitation in recommending the services afforded by St. James’s Wealth Management. Our local adviser Scott, is easily contacted and gives very sound guidance based on our personal needs. His recommendations have always proved to be beneficial to us.”
P L Clark, Retired, Nottingham
“Scott has always put my interests first by giving good, sound advice. His service and support has been exceptional. I would not hesitate in recommending him to anyone.”
Gordon Barlow, Arnold, Nottingham
“Scott has been our financial advisor for some years and we have complete trust and confidence in him. His advice is always carefully tailored to our individual situation and he brings to our meetings an excellent grasp of our circumstances. On a personal level he is friendly and approachable. We have already recommended him to people we know and would have no hesitation in doing so again.”
John and Christine Griffiths, Nottingham
“Scott Rogers has dealt with our investments over the last eight to nine years. His advice has proved to be sound over the years. He responds to our requests for information and advice quickly, efficiently and courteously. He gives his time willingly and we have no hesitation in recommending him to anyone.”
Jennifer Throup, Retired Auditor, Ilkeston, Derbyshire
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.
Past performance is not a guide to future performance.
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.
Rogers Wealth Management Ltd is registered in England and Wales, Number 08242437. Registered Office: 3 Hope Drive, Nottingham, NG7 1DL, England.