An Associate Partner Practice of St. James's Place Wealth Management

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Jade Stock

I like to focus on developing long term relationships with clients and treating them as individuals, which means I can tailor unique solutions for their futures. I believe in old style values and having lived and worked in Herefordshire for over 11 years I feel this enables me to understand the local community and its needs.

About

Based in Herefordshire, I provide wealth management advice to clients both within the County, and more widely throughout the Midlands and South of England.

I have worked in the financial services industry for over 17 years undertaking a variety of roles within the banking sector before qualifying as a Financial Adviser in 2010.

Fundamentally I see my approach as one of problem-solving for the client - rather than product-selling. As a result, my clients can expect to receive the most comprehensive and appropriate advice at all times.

Charity is also important to me and I regularly volunteer at different projects as well as my children’s school. I also support the charitable arm of St. James's Place Wealth Management, St. James's Place Charitable Foundation, on a regular basis.

I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. This, along with the dedication I place on developing long lasting relationships with my clients, ensures that I am able to offer a well-rounded, professional, sustainable and most importantly, a personal service.

Outside of my business I enjoy spending time with my husband and three children on our farm.

All financial advice is tailored to meet both personal and business objectives.

Mortimer Rose Wealth Management was established in 2018 when its Director, Jade Stock, accepted an invitation to join St. James's Place Wealth Management.
Jade Stock

Court Barn, Lingen, Bucknell, Shropshire, SY7 0DY

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.
New tax year opportunities
Why wait? Make the most of the opportunities a new tax year brings.
Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.

News & Insights

Visit Insights to read articles and news to help you make informed decisions about 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.

Mortimer Rose Wealth Management Limited is registered in England and Wales, Number 11582203. Registered Office: Court Barn, Lingen, Bucknell, Shropshire, SY7 0DY.
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Jade Stock
Mortimer Rose Wealth Management Limited