About Mandy Rodgers

Mandy Rodgers

DipPFS

Prior to joining the financial services profession I spent 30 years in the ‘business to business’ services industry, enjoying highly challenging senior positions in a number of medium sized businesses. As a consequence of being too busy to give priority to managing my own financial affairs, I am now passionate about helping others to manage theirs.

I'm committed to ensuring my industry knowledge and qualifications remain completely up to date and have fantastic support from St. James's Place in my ongoing personal and professional development.

About

As an Associate Partner Practice of St. James's Place Wealth Management, I can provide affordable access to industry leading expertise and research. Services include: Protection, Investment Planning, Tax Planning, Retirement Planning and Mortgages.

Effectively managing your finances can be time consuming and possibly a little daunting. Constant changes to legislation and the regular introduction of new products and services means that making the right decisions at the right time can be challenging for most people. That’s where I can help – working with you to create a sound financial plan that will give you real peace of mind.

I'm committed to ensuring my industry knowledge and qualifications remain completely up to date and have fantastic support from St. James's Place in my ongoing personal and professional development.

Charity is important to me and I am a regular supporter of a wide range of charities including children, animals, homeless and the elderly. Don't be surprised to get a call from me as I'm about to climb a mountain or run 5k for a worthy cause!

I am also very proud to have recently 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.

Outside of business I enjoy playing badminton (a little erratically), a bit of gym, some cycling & walking and spending time with my family. My kids keep me young (and challenged!) although they may disagree with that!

Testimonials

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Mandy was helpful and understanding of what we both needed from our own financial perspective, incredibly professional and easy to understand. We needed someone with experience and financial planning to give us advice for what is best for us and not any particular products. We would definitely recom...
Private Client
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Accreditations

Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
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Click on the accreditations for more information

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.

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.