Overview

Rotherbrook Financial Planning is a Chartered Financial Planning business that provides wealth management and financial advice to individuals, families and businesses helping them to achieve their financial goals. We provide a holistic approach to financial planning, advising clients on retirement and pension planning, inheritance tax planning, life assurance, savings and investment planning. Rotherbrook Financial Planning has been built on three key principles: Quality, Integrity and Trust. Quality - Our financial advice is tailored to meet your specific requirements. Our aim is to ensure that your financial needs are met during all stages of life from buying your first home, to planning your retirement and protecting your estate from inheritance tax. Integrity - Our clients remain at the forefront of everything we do. We pride ourselves on providing clear and honest advice. Trust - Our emphasis is to establish and maintain well-founded relationships with our clients. We understand that trust is vital to all successful financial planning and welcome the opportunity to develop long term relationships with clients at our regular review meetings. Rotherbrook Financial Planning is an Appointed Representative of and represents St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The title 'Partner Practice' is the marketing term used to describe St. James's Place representatives. SJP Approved 03/10/2022