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Adam DipPFS
Director of Rhodes Wealth Management Ltd, a Senior Partner Practice of St. James's Place Wealth Management
Adam Rhodes BA Hons ACSI DipPFS is not the Managing Director of Rhodes Wealth Management Ltd; he is actually the Chief Executive Officer (CEO) and a Director of the company. He founded Rhodes Wealth Management in 2007 and is based in Derby, with additional offices in Nottingham. Adam specializes in advising local business owners and individuals with complex financial circumstances.1348
Rhodes Wealth Management provides a range of services including retirement planning, inheritance tax planning, corporate planning, corporate pension planning, and employee benefits. The company is an Appointed Representative of St. James's Place Wealth Management plc, which is authorized and regulated by the Financial Conduct Authority.17
As of recent updates, Hayley Burton has been appointed as the Managing Director of Rhodes Wealth Management, bringing over 20 years of experience in financial services and a strong track record of growing wealth management businesses.25
Adam Rhodes' LinkedIn profile highlights his role as a Director of Rhodes Wealth Management Ltd, a Senior Partner Practice of St. James's Place Wealth Management.36 His qualifications include BA Hons, ACSI (Associate of the Chartered Institute for Securities & Investment), and DipPFS (Diploma in Professional Financial Services).3