Paul Rodriguez
DipPFS
I am married and have 3 children and 2 step children.
About
His focus is on maintaining a long-term trusted relationship with clients, showing distinct quality, integrity and excellence, which in turn give his clients financial peace of mind.
After determining your specific financial goals and objectives, and assessing your risk tolerances, we will be able to develop a comprehensive strategy tailored to your individual needs, in the following areas:
Wealth Preservation
- Inheritance Tax Planning and Trust Advice*
- Onshore and Offshore Investment
- Pensions
- Annuities and Income Drawdown
- Equity Release (this is a lifetime mortgage or home reversion plan. To understand the features and risks please ask for a personalised illustration)
- Mortgages
Financial Protection
- Family Protections
- Specialist Insurance
- Wills*
Your home may be repossessed if you do not keep up repayments on your mortgage.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
* The writing of a Will or advice relating to it, involves the referral to a service that is separate and distinct from those offered by St. James's Place. Wills and Trusts are not regulated by the Financial Conduct Authority.
Testimonials
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
