Business Details
Your Trusted Partner for Financial Advice in Nottingham
At Rogers Wealth Management, we have built our reputation on establishing enduring relationships with clients, ensuring our advice is meticulously tailored to individual needs. Our approach prioritises long-term partnerships over transactional interactions, offering bespoke financial solutions for individuals, families, and businesses across Nottingham, Lincolnshire, Derbyshire, and surrounding areas. As a Partner Practice of St. James's Place, we leverage their distinctive investment methodology while maintaining a client-centric ethos. Our team focuses on wealth preservation, growth, and protection, guided by the understanding that clients' hard-earned assets require careful stewardship.With a commitment to transparency and accessibility, we provide face-to-face consultations, regular client events, and a comprehensive range of wealth management services. Our expertise spans investment planning, retirement strategies, and intergenerational wealth transfer, supported by rigorous compliance with Financial Conduct Authority regulations. We measure success through the trust clients place in our ability to align financial strategies with their personal and professional aspirations, ensuring clarity in an often-complex industry landscape.
Services
Investment Management
Retirement Planning
Protection Planning
Corporate Services
Mortgages
Intergenerational Wealth Management
Highlights and features
- We build long-term relationships with clients through face-to-face consultations
- Our advice is tailored to individual needs, not standardised products
- Regular client events foster ongoing financial education and engagement
- We operate as a Partner Practice of St. James's Place Wealth Management
- Comprehensive compliance with Financial Conduct Authority regulations ensures transparency
Associations and certifications
- Financial Conduct Authority
- St. James's Place Partnership
What people say
Trustworthy and considerate
Thoroughly professional approach
Friendly and efficient service
Secure and reliable guidance
Steady and secure returns
Services
Investment Management
Our investment management service creates customised portfolios aligned with your risk tolerance and financial objectives. Utilising St. James's Place's proprietary funds, we focus on long-term capital appreciation while maintaining appropriate risk controls. Regular portfolio reviews ensure ongoing alignment with market conditions and personal circumstances.
Retirement Planning
We develop comprehensive retirement plans that integrate pension consolidation, income projections, and tax-efficient withdrawal strategies. Our approach ensures sustainable income streams while navigating evolving pension regulations, helping clients transition smoothly into retirement.
Protection Planning
Our protection planning identifies potential financial risks through life assurance, critical illness cover, and income protection policies. We assess individual needs to implement safeguards that protect families and businesses against unforeseen circumstances while optimising tax efficiency.
Corporate Services
Tailored financial solutions for business owners covering succession planning, key person insurance, and corporate investment strategies. We address unique challenges faced by entrepreneurs, ensuring business continuity and effective wealth transfer between generations.
Mortgages
We provide mortgage advice covering residential purchases, buy-to-let investments, and commercial property financing. Our approach considers whole-of-life financial planning implications, helping clients secure competitive rates while aligning property investments with broader wealth management goals.
People
Scott Rogers
Director
Director of Rogers Wealth Management with over 15 years' experience in financial advisory services. Specialises in retirement planning and intergenerational wealth transfer, maintaining FCA-approved status and St. James's Place Partnership accreditation.
Questions
What areas do you cover?
We serve clients in Nottingham, Lincolnshire, Derbyshire, and surrounding areas, providing face-to-face financial advisory services.
Are you regulated by the FCA?
Yes, we operate as an Appointed Representative of St. James's Place Wealth Management, which is authorised and regulated by the Financial Conduct Authority.
What investment approach do you use?
We utilise St. James's Place's proprietary investment methodology, focusing on long-term growth with risk-appropriate asset allocation strategies.
How are your fees structured?
Our fee structure is transparent and discussed during initial consultations, with charges based on the complexity and scope of financial planning required.
Do you offer one-time consultations?
While we prefer ongoing relationships, we can provide standalone financial reviews for specific planning needs upon request.
Can you help with pension transfers?
Yes, we specialise in pension consolidation and transfer services, including defined benefit scheme assessments and retirement income planning.
