I am an experienced professional Financial Adviser with a genuine interest in helping people make the most of their financial situation. Practical, hands on, no jargon, with a warm personality and passion to make finance interesting, relevant & understandable. I provide a full range of financial planning services typically helping busy professionals to maximise their wealth & minimise their tax liability. People who are experts in their own field but without the time or inclination to look at their own financial situation, and as such are missing out on many opportunities that are available to them.Once a client is fully engaged, I’m often introduced to their wider families, to look at how the family wealth can flow tax efficiently down the generations, ensuring the legacy to loved ones isn’t unnecessarily eroded by Inheritance Tax.I'm keen to develop relationships with:- Private Client Solicitors- Will Writers- AccountantsBefore making the move to Financial Services I held a variety of key positions within SMEs in the B2B sector. Being in challenging and varied roles, I invariably found myself to be consistently busy and as a consequence did not give priority to managing my own financial affairs. Realising that I was not in the minority, I am now passionate about helping individuals and companies alike to generate, nurture and manage their wealth.I am also very proud to become a mentor for Transitions UK’s Attain Project in Milton Keynes – helping vulnerable young people who are leaving care and need support to move towards independence. Having my own children it’s difficult to imagine the challenges for a child without family love, support & guidance that most take for granted. Hoping I can make even a small difference to someone’s life.Mandy Rogers Wealth Management 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 title ‘Partner Practice’ is the marketing term used to describe St. James’s Place representatives.SJP Approveed **/**/****
Listed skills include Planning Advice, Asset Protection, Investments, Asset Management, and 8 others.
