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

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Angelo Rana

Chartered FCSI
My starting point is to fully understand what it means to run your life, family and business to uncover any issues and opportunities that might arise. After this, we can discuss and build your financial strategy to take you where you want to go, and allow you to be who you want to be.

About

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

His career in Wealth Management and Private Banking started in 1995 at Santander – International Private Banking, where he spent 11 years, before transferring to RBS International for two years, and later Coutts for over eight years. Angelo complimented his advisory capacity by also covering International Business Development and Specialist Credit Management in Spain, Gibraltar and UK.

During his service at an Independent Chartered Financial Planners firm, he decided to set up his own Practice. Angelo was delighted to launch CWS Advisers Ltd and became a Partner Practice of St. James's Place Wealth Management, as he felt this to be the best cultural and supportive fit to help him provide complete wealth solutions to his clients.

Angelo’s strength is in working with clients to help them shape their tomorrows, today. He takes pride in financial planning, which he defines as the art of deciding what can be afforded now to pay for future (likely and/or certain) outcomes.

Angelo is married and has two children. His hobbies include occasional six-a-side football and cycling, reading and sampling food and wines. Past experience suggests that better conversations lead to deeper relationships and better outcomes.

Whilst it's exceedingly difficult to make predictions, particularly about your future, planning your financial health is about the future and some educated estimates have to be made about how things will work out. Our robust and repeatable method provides a foundation for discussion and agreement with you, as well as for regular revisions in the future.
Angelo Rana

St. James's Place Wealth Management, Montague Court, 21-25 London Road, Newbury, 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'll help you find the right investments so you can achieve your financial 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 mortgage broking 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.
Planning for the tax year-end
Whether it’s planning your investments or your legacy, now is the time to act before the tax year-end deadline on 5 April.
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. Our network of experienced advisers pride themselves on building trusted, long-term relationships with their clients - only by doing so can they truly understand their 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 £81 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.
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Angelo Rana
CWS Advisers Ltd