Company Information

Get to know Roffey Wealth Management

Roffey Wealth Management provides bespoke, face-to-face financial advisory services to individuals and businesses. The firm specialises in building and preserving wealth through advice on pensions, investments, inheritance tax, and estate planning. As an Appointed Representative and Senior Partner Practice of St. James’s Place Wealth Management plc, Roffey Wealth Management leverages the investment management approach and backing of a FTSE 100 company while maintaining a personalised, client-focused service model.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Roffey Wealth Management

United Kingdom

Founded in

2014 (12 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

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BVI FSC

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.