robpagewmltd

Rob Page

With 39 years of work experience, including 30 years in corporate roles and as a former Managing Director, I bring a wealth of knowledge and expertise to Rob Page Wealth Management. My commitment is to empower clients to achieve financial success and secure their futures. Together, we can create a financial plan that not only meets your needs but also helps you realise your aspirations. Let's embark on this journey together and secure a prosperous future for you and your loved ones.

About

At Rob Page Wealth Management, my journey began with a simple yet profound mission: to empower clients to achieve financial success and secure their futures. My firm is built on a foundation of integrity, excellence, and client-focused service. 

I specialise in providing holistic financial coaching and life planning, concentrating on personal and business protection, retirement, and investment planning. 

My target market includes young professionals, business owners, entrepreneurs, and corporate executives, particularly within Greater Birmingham and Staffordshire.

I started Rob Page Wealth Management to make a meaningful difference in the financial lives of our clients, inspired by a passion for finance, and business. Our future goals include establishing our practice as one of the top wealth management firms in the area.

I am committed to delivering personalised, innovative financial solutions and building long-lasting relationships with our clients based on trust and superior service. Together, I aim to create a legacy of financial stability and success for generations to come.

Promotions

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We have many years of experience in wealth management and we are dedicated to your financial well-being.

My team are dedicated to your financial well-being.

Zoe Buxton

Practice Support Specialist

Advice and services

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

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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.

SJP Approved 17/07/2024

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.

Rob Page Wealth Management Ltd is registered in England and Wales, Number 15720096. Registered Office: 81 Burton Road, Derby, DE1 1TJ.