David Rowledge Email & Phone Number

Providing sound financial advice to help clients achieve their individual goals and plan for changing circumstances. I work with a wide range of clients and their families, supporting them through the generations with advice spanning a range of areas, including:- protecting the family or business- saving to provide for future needs- building a plan for retirement- examining the most effective way of taking income in later years- putting in place a strategy to pass on wealth to the next generationOur needs vary in accordance with the stages of life that we pass through. Unexpected events e.g., career change, divorce, illness or an inheritance can change those needs and benefit from professional advice.At these life-changing points, I explain the appropriate options clearly and without jargon to help you make the best decisions for you and your family. Specialties: Investment & Retirement planning, Inheritance planning, Protecting families & businesses.David Rowledge 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). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.SJP Approved 29/10/2024

Listed skills include Wealth Management, Investments, Financial Risk, Strategic Financial Planning, and 7 others.