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

Roz Barnes Financial Planning Ltd

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 Wealth Management 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.

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Advice & Services

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

COVID-19
Here to support you and help to provide peace of mind in this uncertain time.
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Testimonials

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Roz Barnes has always proved to be both knowledgeable and helpful, offering insightful sound advice and exceptional service. I would have no hesitations is recommending her to anyone.
Jenny Lloyd |Managing Director, Chalon Group

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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.

Roz Barnes Financial Planning Ltd is registered in England and Wales, Number 12610163. Registered Office: 63 Ellesmere Road, Walton, Warrington, WA4 6ED.