Prior to joining the financial services profession I spent 30 years in the ‘business to business’ services industry, enjoying highly challenging senior positions in a number of medium sized businesses. As a consequence of being too busy to give priority to managing my own financial affairs, I am now passionate about helping others to manage theirs.
The last 8 years of building a successful Financial Advice Practice has been both challenging and rewarding, and cliched or not, genuinely helping people is the best job satisfaction I can get. My style is practical and hands on, and my aim is to properly understand my clients and what drives and concerns them, so I can help them understand their financial situation in the context of their own life. I help clients to understand what they’ve got, where they want to be and then we put in place a plan to help them get there… and critically, review it regularly to help them remain on track.
I try never to use jargon, and I’m available to chat through any of life’s challenges and opportunities that may impact my clients and their families – absolutely no impersonal call centres here.
When not working, I’m never happier than when I’m in a pair of walking boots, or on a bike, or weekending in our motorhome. A lovely husband, fabulous kids and 4 cats complete the picture.
Mandy takes the time to explain everything t me about my investments. I am a complete novice when it comes to financial matters, and I felt so anxious about making such a big commitment. Mandy has been fantastic helping me to understand what best to do with my savings/pensions. A really lovely la...
We got to know Mandy through a local networking group. She immediately struck us as having our best interests truly at heart and that half her battle was making people aware of the opportunities that existed for them that they might otherwise be unaware of. Mandy came to us in our home and talke...
For me, it's the person themselves who is the most important part of the service. Mandy has a thorough approach, patience to explain, appropriate knowledge but it's good to ‘see' the person, the real person too, and to have these human touches of humour about the things we all experience in fam...
Mandy is a personable lady. She is friendly yet highly professional and she has a client centred approach. She is thorough and methodical and carries out extensive research in order to match the right financial products to her client's needs. We found Mandy to be honest and fair, she has great pr...
I met Mandy when I was introduced to her by my solicitor, my solicitor had introduced me to another financial adviser who I didn't really connect with. As soon as I started talking to Mandy I felt that she really understood my needs, really listening to what I needed. Mandy was right on the ball ...
The service that Mandy provides is both professional and personalised to my individual needs. Mandy is very responsive to queries and questions I may have and also provides clear summaries following meetings we have and it feels like Mandy is genuinely interested in doing the best for me and all ...
I first met Mandy Rodgers through a networking group and gradually got to know her. After a few months, I approached Mandy to advise and assist me with an issue I had with a pension SIPP. I had previously received bad advice and invested into a SIPP which then had issues. Mandy was great at tryin...
I first came across Mandy at a networking event and found her extremely personable. As an entrepreneur myself, her business background immediately appealed to me.&%3Blt%3Bbr&%3Bgt%3B&%3Blt%3Bbr&%3Bgt%3BI was further impressed when I listened to her presentation. Knowle...
At 27, I didn't really pay too much attention to my finances but Mandy has given me comprehensive and reliable financial advice that's relevant to me. She's approachable and has a natural gift for communicating. She took me through all the options and explained everything in detail. I feel like s...
Mandy Rodgers Wealth Management had been recommended to me by a friend. She took time out to meet us at our convenience and spoke to me and my wife at length about our pension planning and the best ways to look after our wealth. Mandy's product knowledge and advice was impeccable. Her approach an...
I had engaged with St. James's Place in the past which made the decision to appoint Mandy Rodgers Wealth Management an easy one. Taking stock of my situation she gave me clear, solid advice, making me aware of all my options and alerting me to tax planning. Flexible yet at the same time efficient...
Financial planning is the sort of thing you want to get right, and my husband and I have found Mandy very good to work with. She is easy to talk to and a very good listener, and she combines a holistic approach with a sound technical knowledge, answering all our questions thoroughly. Once she ha...
Authorising someone to handle your financial affairs is a huge undertaking and requires a level of trust. I've worked with Mandy for a number of years and over that time have grown to both trust and respect her. Prompt, efficient and above all honest, Mandy was meticulous in her handling of my af...
I knew I needed financial advice but the myriad of financial advisers in the marketplace made the choice overwhelming. I have built my own business on referrals so when Mandy was recommended to me by my accountant the decision to engage her was an easy one. Genuinely interested in my circumstance...
Approachable, personable, a good listener and extremely knowledgeable. This is how I would describe Mandy. I had a pension but had left if simmering for some time and knew that I should take advice. I had a professional yet relaxed meeting with Mandy in which she took the time to listen and expla...
Mandy was helpful and understanding of what we both needed from our own financial perspective, incredibly professional and easy to understand. We needed someone with experience and financial planning to give us advice for what is best for us and not any particular products. We would definitely re...
Mandy has been brilliant at making complex financial investment issues, easy to understand in plain language. She has a wealth of experience which is demonstrated by her skills and knowledge in the individual advice she provides. Her personality is very engaging, warm and caring but professional ...
Mandy has given my partner and I sound advice delivered in a clear, concise and patient manner. Her knowledge and support have been invaluable and we would have no hesitation in recommending her services.
The service and support which I have received from St. James's Place partner has been second to none and I would recommend her to anybody who us looking for financial planning.
Mandy takes the time to explain everything t me about my investments. I am a complete novice when it comes to financial matters, and I felt so anxious about making such a big commitment. Mandy has been fantastic helping me to understand what best to do with my savings/pensions. A really lovely la...
We got to know Mandy through a local networking group. She immediately struck us as having our best interests truly at heart and that half her battle was making people aware of the opportunities that existed for them that they might otherwise be unaware of. Mandy came to us in our home and talke...
For me, it's the person themselves who is the most important part of the service. Mandy has a thorough approach, patience to explain, appropriate knowledge but it's good to ‘see' the person, the real person too, and to have these human touches of humour about the things we all experience in fam...
Mandy is a personable lady. She is friendly yet highly professional and she has a client centred approach. She is thorough and methodical and carries out extensive research in order to match the right financial products to her client's needs. We found Mandy to be honest and fair, she has great pr...
I met Mandy when I was introduced to her by my solicitor, my solicitor had introduced me to another financial adviser who I didn't really connect with. As soon as I started talking to Mandy I felt that she really understood my needs, really listening to what I needed. Mandy was right on the ball ...
The service that Mandy provides is both professional and personalised to my individual needs. Mandy is very responsive to queries and questions I may have and also provides clear summaries following meetings we have and it feels like Mandy is genuinely interested in doing the best for me and all ...
I first met Mandy Rodgers through a networking group and gradually got to know her. After a few months, I approached Mandy to advise and assist me with an issue I had with a pension SIPP. I had previously received bad advice and invested into a SIPP which then had issues. Mandy was great at tryin...
I first came across Mandy at a networking event and found her extremely personable. As an entrepreneur myself, her business background immediately appealed to me.&%3Blt%3Bbr&%3Bgt%3B&%3Blt%3Bbr&%3Bgt%3BI was further impressed when I listened to her presentation. Knowle...
At 27, I didn't really pay too much attention to my finances but Mandy has given me comprehensive and reliable financial advice that's relevant to me. She's approachable and has a natural gift for communicating. She took me through all the options and explained everything in detail. I feel like s...
Mandy Rodgers Wealth Management had been recommended to me by a friend. She took time out to meet us at our convenience and spoke to me and my wife at length about our pension planning and the best ways to look after our wealth. Mandy's product knowledge and advice was impeccable. Her approach an...
I had engaged with St. James's Place in the past which made the decision to appoint Mandy Rodgers Wealth Management an easy one. Taking stock of my situation she gave me clear, solid advice, making me aware of all my options and alerting me to tax planning. Flexible yet at the same time efficient...
Financial planning is the sort of thing you want to get right, and my husband and I have found Mandy very good to work with. She is easy to talk to and a very good listener, and she combines a holistic approach with a sound technical knowledge, answering all our questions thoroughly. Once she ha...
Authorising someone to handle your financial affairs is a huge undertaking and requires a level of trust. I've worked with Mandy for a number of years and over that time have grown to both trust and respect her. Prompt, efficient and above all honest, Mandy was meticulous in her handling of my af...
I knew I needed financial advice but the myriad of financial advisers in the marketplace made the choice overwhelming. I have built my own business on referrals so when Mandy was recommended to me by my accountant the decision to engage her was an easy one. Genuinely interested in my circumstance...
Approachable, personable, a good listener and extremely knowledgeable. This is how I would describe Mandy. I had a pension but had left if simmering for some time and knew that I should take advice. I had a professional yet relaxed meeting with Mandy in which she took the time to listen and expla...
Mandy was helpful and understanding of what we both needed from our own financial perspective, incredibly professional and easy to understand. We needed someone with experience and financial planning to give us advice for what is best for us and not any particular products. We would definitely re...
Mandy has been brilliant at making complex financial investment issues, easy to understand in plain language. She has a wealth of experience which is demonstrated by her skills and knowledge in the individual advice she provides. Her personality is very engaging, warm and caring but professional ...
Mandy has given my partner and I sound advice delivered in a clear, concise and patient manner. Her knowledge and support have been invaluable and we would have no hesitation in recommending her services.
The service and support which I have received from St. James's Place partner has been second to none and I would recommend her to anybody who us looking for financial planning.
Mandy takes the time to explain everything t me about my investments. I am a complete novice when it comes to financial matters, and I felt so anxious about making such a big commitment. Mandy has been fantastic helping me to understand what best to do with my savings/pensions. A really lovely la...
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