A Partner Practice of St. James's Place Wealth Management

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Angelo Rana

Chartered FCSI
Financial adviser helping you plan for your future, through tailored financial advice, whether it’s about pensions and retirement, financial planning and/or protection for you, your family and/or your business.

Financial education and solutions is what I do. Three steps:

Fully understand your position, fears and aspirations.

Present you with solutions.

Review regularly.

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.

About

Angelo is a Financial Adviser, Chartered Wealth Manager and a Fellow member of the Chartered Institute for Securities and Investments (CISI).

Angelo’s strength is in giving you financial advice to help you with important decisions about:

• Your pensions and retirement planning. Aspirations, reality, individual choices, flexibility and family.

• Your financial education and solutions. Arranging your affairs tax-efficiently, Estate and Inheritance Tax Planning.

• Financial Planning and Protection. Underpinning all your plans and needs to help you feel secure in your financial future.

• Investing to achieve your long-term financial goals and well-being. Time horizon, longevity and inflation.

Angelo is married and has two children. His hobbies include occasional six-a-side football and cycling, reading and sampling food and wines.
Angelo Rana

Montague Court, 21-25 London Road, Newbury, Berkshire, RG14 1JL

Monday
9am to 5pm
Tuesday
9am to 5pm
Wednesday
9am to 5pm
Thursday
9am to 5pm
Friday
9am to 5pm
Angelo Rana

162 Aldershot Road, Guildford, GU2 8BL

Monday
9am to 5pm
Tuesday
9am to 5pm
Wednesday
9am to 5pm
Thursday
9am to 5pm
Friday
9am to 5pm

Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

Investment planning
Whatever your financial goals, create an investment strategy that helps meet your needs.
Protecting you and your finances
Insurance and protection products to help safeguard all that you hold dear.
Retirement planning
Careful pension planning is vital for a long and comfortable retirement. Learn more about your options.
Banking and mortgages
Make your finances work harder with mortgages and access to specialist banking services.
Corporate services
Helping entrepreneurs and corporate directors manage their personal, business and employees’ financial security.
Other specialist services
A network of professional specialists is on hand to provide all the help and support you’ll need.
Exploring Intergenerational Wealth Management
Intergenerational wealth management helps families use their collective wealth to support each other across their lifetimes.
COVID-19
Here to support you and help to provide peace of mind in this uncertain time.
Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.

Insights and E-Briefing Service

Visit Insights to read articles and news to help you make informed decisions about your wealth or sign up to the E-Briefing Service; a personalised email communication service that keeps you informed on the issues that might impact your wealth.

Why Choose St. James's place?

We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.

Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.
St. James's Place Charitable Foundation
Over £93 million has been raised for our charitable arm, changing the lives of children and young people.
Award winning service
St. James's Place are pleased to have won numerous awards over the years, voted for by industry experts and the public.
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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

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.

CWS Advisers is a trading name of CWS Advisers Ltd. CWS Advisers Ltd is registered in England and Wales, Number 11064941. Registered Office: 162 Aldershot Road, Guildford, Surrey, GU2 8BL.
Angelo Rana
CWS Advisers Ltd