At Rogers Wealth Management we pride ourselves on building long term relationships with our clients. This is the fundamental ethos at the core of the business. Each individual or business has differing needs and goals and as a result our advice is tailored accordingly.
We don’t have a transactional approach to our advice which is prevalent elsewhere in the industry. We don’t have call centres and regularly have client events.
We are proud to be an Associate Partner Practice of St. James's Place and the unique investment approach that they bring to the table. We understand that clients have often spent many years working hard to accumulate wealth and preservation is first and foremost for most people.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
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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 Roger...
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.