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.
Rogers Wealth Management offer 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.
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.