Rashbrook Financial Planning

George Rashbrook

When I look back on my own personal financial journey there is a lot I could have done differently, and these conversations with myself, led me on the path to become a Partner with St. James's Place.

I have now set up my own Practice in Carmarthenshire. I want to help people by understanding their financial goals, driven by needs and not by the products. It is all about trust and partnership for the long term. As life adjusts, we can adjust the plan together.

About

I worked in the Fashion Industry for 20 years in Senior Leadership roles based in London, but wanted to return to Wales where I spent my growing up years. It meant a career change to make this happen, so we packed up and bought a Pub in rural West Wales. During my 15 years as Landlord I have enjoyed building our business and connecting with our Community.

I also provided Consultancy Services to Scarlets Rugby, a Wine Business and to a new Fashion start up drawing on my experience from my previous career which I really enjoyed.

I am now based in Carmarthenshire, working exclusively as a Partner with the St. James's Partnership. I will implement a bespoke service, tailored to my clients needs and would hope I can build lifelong relationships with great customer outcomes.

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We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.

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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.

SJP Approved 13/10/2022

The Partner 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.