Roz Barnes
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At Roz Barnes Financial Planning Ltd we provide dedicated financial advice to private clients and businesses in North West England, helping clients grow, protect, and manage their finances.
About
Roz Barnes Financial Planning Ltd was established in 2020, when, following more than a decade of experience in financial services, Roz Barnes accepted an invitation to join St. James's Place and begin her own Practice. Having worked in Financial Services for over a decade I opened my own Practice within St. James's Place in 2020 with an ambition to offer clients the highest quality proposition and service. As a fully certified financial planner I am dedicated to helping clients build, protect, and manage their wealth throughout their career, into retirement, and inter-generationally.
Promotions
Advice & Services
We offer an excellent wealth management service which will help you achieve your goals
Testimonials
More about St. James's Place
We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.
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 31/01/2023
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.
