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An introduction from the Principal, Caroline Griffiths

I have long believed that the generalist Financial Adviser is an out-dated concept. The provision of high quality comprehensive financial advice is a complicated and wide-ranging topic.

This is why I have developed Rosebank Wealth Management – a financial planning practice comprising a team of highly-qualified, experienced advisers – each a specialist in their own field and with their own particular interests. To complement these specialists, we have a first-rate administrative team.

 

We offer:

  • Assistance in developing your objectives

  • A full analysis of your current position

  • A frank opinion about whether your goals are achievable

  • A flexible strategy to get from A to B

  • Proactive ongoing service to ensure you stay on track

  • Caring and supportive approach

Of course, you may just require us to look at a particular area in isolation – pensions audit or a review of your ISA portfolio. We’re happy to do that too.

I hope you find our website interesting, but it’s no substitute for meeting us and having a chat over a cup of tea.

I hope we have the pleasure of meeting you soon.


Best wishes,

Caroline Griffiths

Caroline Griffiths
Chartered Financial Planner.
Fellow of the Personal Finance Society.
Associate Member of the Society of Later Life Advisers.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount you invested.

 
 

Lifestyle planning

Need a financial health check? A useful tool to discover if you have, or will have, enough money set aside to fund your retirement. Register your interest and we will invite you to our next lifestyle planning event. Register here.

Lifestyle Financial Planning

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Later Life 
Planning

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Rosebank Care Fees 
Planning

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Important Legal Notice

The Partner Practice 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 at 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.

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