Roffey Wealth Management

A Partner Practice of St. James's Place Wealth Management, regarded as one of the leading wealth management organisations in the UK. We offer bespoke financial advice to individuals, families and business owners. Based on the core values of the utmost professionalism, exceptional service and - perhaps most importantly - integrity, we will help you develop a wealth management strategy to meet your financial objectives and aspirations both now and in the future. With several years experience in financial services and as a business owner myself, we can guide you through the myriad of financial decisions that you may face. We specialise in the following areas: • Retirement planning • Inheritance tax planning • Investment planning • Protection planning • Tax planning Simon Roffey 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' is a marketing terms used to describe St. James's Place representatives. SJP Approved 04/07/2023