
Hello and thanks for visiting our website. I'm David and I'm the founder of Rollin Wealth Management. I'm married to Sarah and we have 3 boys as well as a Sproker Spaniel.
Thinking about your finances can be a little daunting but it doesn't need to be. I have 25 years of experience in financial services and I'm here to help you achieve your financial goals and live the life you want to live, no matter your wealth.
Welcome to Rollin Wealth Management where we will put you at the heart of every conversation and interaction. Being able to help you protect and grow your hard earned assets to achieve the life you want to live is the reason we exist. We pride ourselves on building long term relationships that are grounded in mutual trust, respect, and friendship. This is something that has to be earned and that's why we will work with you every step of the way to make things as easy as possible for you as we strive to achieve your goals.
You might be looking to give your children a great start in life, secure your financial future in the years to come, or optimise your business assets to work effectively and efficiently for you. Whatever you are looking to achieve, we recognise that everyone is different with differing levels of understanding, financial needs, and wealth. To ensure we deliver what is right for you, all our solutions are tailored to you and will evolve with you as your life and needs change.
Bringing together our personal touch and local knowledge with the infrastructure and expertise of a FTSE 100 company is a powerful combination that is difficult to match.
Together, we can make a difference not only to how you see your finances but more importantly, how you feel about them.
We offer an excellent wealth management service which will help you achieve your goals
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 18/12/2023
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.