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.
Stuart Rollason

34 Lanthorn Close, Broxbourne, Hertfordshire, EN10 7NR

Monday
9am to 5pm
Tuesday
9am to 5pm
Wednesday
9am to 5pm
Thursday
9am to 5pm
Friday
9am to 5pm

Advice & Services

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

Investment planning
Whatever your financial goals, create an investment strategy that helps meet your needs.
Protecting you and your finances
Insurance and protection products to help safeguard all that you hold dear.
Retirement planning
Careful pension planning is vital for a long and comfortable retirement. Learn more about your options.
Banking and mortgages
Make your finances work harder with mortgages and access to specialist banking services.
Corporate services
Helping entrepreneurs and corporate directors manage their personal, business and employees’ financial security.
Other specialist services
A network of professional specialists is on hand to provide all the help and support you’ll need.
Exploring Intergenerational Wealth Management
Intergenerational wealth management helps families use their collective wealth to support each other across their lifetimes.
COVID-19
Here to support you and help to provide peace of mind in this uncertain time.
Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.

Insights and E-Briefing Service

Visit Insights to read articles and news to help you make informed decisions about your wealth or sign up to the E-Briefing Service; a personalised email communication service that keeps you informed on the issues that might impact your wealth.

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.

Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.
St. James's Place Charitable Foundation
Over £93 million has been raised for our charitable arm, changing the lives of children and young people.
Award winning service
St. James's Place are pleased to have won numerous awards over the years, voted for by industry experts and the public.
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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.
Stuart Rollason
SR Wealth Management Limited