Business Details
Your Trusted Partner for Financial Planning Solutions
Andrew Rogers Wealth Management has been dedicated to providing tailored financial solutions since our inception. With over three decades of industry experience, we specialise in crafting bespoke strategies for businesses and private clients seeking to build, grow, protect, and preserve their wealth. Our approach prioritises long-term relationships, ensuring each client receives advice aligned with their unique aspirations. We offer comprehensive services including investment management, retirement planning, protection planning, and corporate financial solutions. As an Appointed Representative of St. James's Place Wealth Management plc, we maintain rigorous regulatory standards while delivering accessible, jargon-free guidance.Our team's expertise spans intergenerational wealth management, mortgages, and specialist banking, ensuring holistic support for evolving financial needs. Clients consistently highlight our attentiveness, technical proficiency, and commitment to transparent communication. We serve individuals and businesses across Rotherham and surrounding areas, combining local insight with national regulatory oversight. Our partnership with St. James's Place provides access to award-winning products while maintaining a client-centric ethos. We measure success through our clients' financial confidence and the enduring trust they place in our stewardship.
Services
Investment Management
Retirement Planning
Protection Planning
Corporate Services
Mortgages
Wealth Preservation
Intergenerational Planning
Specialist Banking
Highlights and features
- We offer 30+ years of financial advisory experience
- Our advice is tailored to individual client aspirations
- We operate under St. James's Place's regulatory framework
- We build long-term, trust-based client relationships
- We provide holistic wealth management solutions
Associations and certifications
- Financial Conduct Authority
What people say
Excellent support
Professional manner
Reliable service
Sound advice
Understanding financial needs
Services
Investment Management
Our investment management service creates diversified portfolios aligned with risk tolerance and financial goals. We monitor market trends while maintaining regular client reviews to ensure strategy effectiveness. Clients benefit from access to St. James's Place's award-winning funds and our team's 30+ years of market experience.
Retirement Planning
We develop comprehensive retirement strategies considering current assets, desired lifestyle, and tax efficiency. Our approach combines pension consolidation with income projection modelling. Clients receive clear guidance on state benefits and private pension options to ensure financial security in retirement.
Protection Planning
Our protection services assess life, health, and income risks through detailed needs analysis. We recommend tailored insurance solutions including life cover, critical illness protection, and income replacement policies. Regular policy reviews ensure ongoing alignment with changing personal circumstances and family requirements.
Corporate Services
We provide business owners with strategic financial planning covering succession, tax efficiency, and employee benefits. Services include company pension schemes, director remuneration strategies, and business protection insurance. Our approach integrates personal and corporate financial objectives for holistic wealth management.
Mortgages
Our mortgage advisory service evaluates clients' borrowing capacity and long-term affordability. We compare products across the market to find competitive rates while considering tax implications and investment opportunities. Clients receive guidance on first-time purchases, remortgaging, and buy-to-let investments.
People
Andrew Rogers
Director
Andrew Rogers brings 30+ years of financial services experience to his role as director. He specialises in creating tailored wealth management solutions while maintaining a client-focused approach. His expertise spans investment strategy, retirement planning, and intergenerational wealth transfer.
Questions
What financial services do you specialise in?
We specialise in investment management, retirement planning, protection planning, corporate financial solutions, and mortgage advisory services.
How do you tailor financial advice to individual needs?
We conduct detailed needs analyses and maintain regular reviews to ensure strategies evolve with clients' changing circumstances and goals.
Are you regulated by financial authorities?
Yes, we operate under St. James's Place Wealth Management plc which is authorised and regulated by the Financial Conduct Authority.
What areas do you serve?
We primarily serve Rotherham and surrounding South Yorkshire areas, with clients across the UK through our St. James's Place partnership.
How do you handle long-term client relationships?
We focus on building trust through consistent communication, regular strategy reviews, and adapting to clients' evolving financial needs over time.
