StanfordRhodes Wealth Management Ltd is a trusted Financial Adviser to Individuals and Business Owners of widely differing financial resources and life stages on many aspects of financial planning. With the use of an interactive lifestyle planning process we are able to take the guesswork out of our client’s future.
At StanfordRhodes Wealth Management Ltd we firmly believe that the foundations for achieving financial goals and lifestyle aspirations are built upon creating a long-term partnership between ourselves and our clients. This partnership allows us together to create clarity and certainty in our client’s world.
All of our clients are individuals, as such each client requires planning that is bespoke to their needs not an “off the peg” solution. The world of finance is a constantly changing and evolving place that can often be complex in nature, by adopting a dynamic and pragmatic approach allows us to cut through the complexity and concentrate on the core issues. This in turn will increase the certainty of fulfilling our clients plans for the future.
Our expertise and experience allow us to provide creative and practical solutions to keep you on track. We deliver our commitments by embracing technology but firmly believing there is no substitute for face-to-face meetings.
We offer comprehensive financial planning service for all your investment and protection needs:
Life Assurance
How much cash would your family need to maintain their current lifestyle if you die prematurely?
Income Protection
Would you require a regular income or a cash sum if you suffered a serious illness or disability?
Pension Planning
When do you want to retire and how much income will you need?
THE VALUE OF PENSIONS AND THE INCOME THEY PRODUCE CAN FALL AS WELL AS RISE. YOU MAY GET BACK LESS THAN YOU INVESTED.
Investments / Regular Savings
Are you making the best use of any spare capital or surplus income?
THE VALUE OF INVESTMENTS AND THE INCOME THEY PRODUCE CAN FALL AS WELL AS RISE. YOU MAY GET BACK LESS THAN YOU INVESTED.
Business Protection
How would your business cope with the death of a shareholder or keyperson?
StanfordRhodes Wealth Management Ltd is a trusted Financial Adviser to Individuals and Business Owners of widely differing financial resources and life stages on many aspects of financial planning. With the use of an interactive lifestyle planning process we are able to take the guesswork out of our client’s future.
At StanfordRhodes Wealth Management Ltd we firmly believe that the foundations for achieving financial goals and lifestyle aspirations are built upon creating a long-term partnership between ourselves and our clients. This partnership allows us together to create clarity and certainty in our client’s world.
All of our clients are individuals, as such each client requires planning that is bespoke to their needs not an “off the peg” solution. The world of finance is a constantly changing and evolving place that can often be complex in nature, by adopting a dynamic and pragmatic approach allows us to cut through the complexity and concentrate on the core issues. This in turn will increase the certainty of fulfilling our clients plans for the future.
Our expertise and experience allow us to provide creative and practical solutions to keep you on track. We deliver our commitments by embracing technology but firmly believing there is no substitute for face-to-face meetings.
We offer comprehensive financial planning service for all your investment and protection needs:
Life Assurance
How much cash would your family need to maintain their current lifestyle if you die prematurely?
Income Protection
Would you require a regular income or a cash sum if you suffered a serious illness or disability?
Pension Planning
When do you want to retire and how much income will you need?
THE VALUE OF PENSIONS AND THE INCOME THEY PRODUCE CAN FALL AS WELL AS RISE. YOU MAY GET BACK LESS THAN YOU INVESTED.
Investments / Regular Savings
Are you making the best use of any spare capital or surplus income?
THE VALUE OF INVESTMENTS AND THE INCOME THEY PRODUCE CAN FALL AS WELL AS RISE. YOU MAY GET BACK LESS THAN YOU INVESTED.
Business Protection
How would your business cope with the death of a shareholder or keyperson?
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