A Partner of St. James's Place Wealth Management

Gill Rhodes Wealth Management

Gill Rhodes

We appreciate that you are unique with your own financial ideals, which is why we tailor the services and recommendations that we make specifically to you.

About

Planning for a secure future whether for yourself, your family or your business is one of the most important steps you will ever take. It is useful to regularly review your financial situation to take advantage of any developments in legislation and tax law.

If there are changes in your circumstances, such as changing jobs, divorcing, planning for retirement or looking to make inheritance tax solutions, a review of your current goals is crucial.

As a Partner of St. James's Place Wealth Management, with over twenty years of experience Gill's focus is on you and helping you achieve or maintain financial security for you and your loved ones.

Our initial consultation with clients is without obligation allowing us to establish if we are able to assist. If we are able to help then we will confirm this in writing after our meeting so that you have adequate time to consider our proposals before instructing us to work on your behalf in providing a bespoke solution to your needs.

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Advice & Services

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

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.

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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 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.