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

SR Wealth Management Limited

Stuart Rollason

Chartered Wealth Manager
I help individuals to preserve and grow their wealth, as well as protect their families by providing face-to-face wealth management advice. Additionally, I advise trusts and businesses on their investment and financial planning needs.

About

Prior to joining St. James's Place Wealth Management, Stuart worked for Coutts for 30 years.

During his career Stuart has worked with and advised a wide variety of clients from different backgrounds, but has always sought to develop long term relationships with the client’s interests placed first.

In his last role at Coutts, Stuart was an Executive Director responsible for leading a team of 20 professionals providing advice to International clients, as well as being the Wealth Manager for a portfolio of his own clients.

Stuart has a first class honours degree in Financial Services, is a Chartered Wealth Manager, a Fellow of the Chartered Institute for Securities and Investments and a qualified banker through the Chartered Institute of Bankers.

Stuart has recently co-authored the study text for the Certificate in Relationship Management qualification for the London Institute of Banking and Finance.

Stuart is father to three school age children, a role which occupies most of his spare time. When time permits Stuart can be found trying to develop his golfing skills, and is an active member of the local community belonging to a number of clubs as well as being a Governor at a local primary school.

SR Wealth Management Ltd was established in 2017, when its Director, Stuart Rollason, accepted an invitation to join St. James's Place Wealth Management. Prior to this, Stuart was an Executive Director at Coutts where he had worked for 30 years.

He provides bespoke wealth management advice, with the benefit of a single relationship, to meet all your financial needs.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

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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.

SR Wealth Management Limited is registered in England and Wales, Number 10993893. Registered Office: Amwell House, 19 Amwell Street, Hoddesdon, Hertfordshire, EN11 8TS.