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.

Founded in

United Kingdom