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.
About
The last 8 years of building a successful Financial Advice Practice has been both challenging and rewarding, and cliched or not, genuinely helping people is the best job satisfaction I can get. My style is practical and hands on, and my aim is to properly understand my clients and what drives and concerns them, so I can help them understand their financial situation in the context of their own life. I help clients to understand what they’ve got, where they want to be and then we put in place a plan to help them get there… and critically, review it regularly to help them remain on track.
I try never to use jargon, and I’m available to chat through any of life’s challenges and opportunities that may impact my clients and their families – absolutely no impersonal call centres here.
When not working, I’m never happier than when I’m in a pair of walking boots, or on a bike, or weekending in our motorhome. A lovely husband, fabulous kids and 4 cats complete the picture.
Testimonials
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.
Click on the accreditations for more information
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.
