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.

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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 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.