My philosophy focuses on maintaining a long-term trusted relationship with my clients, showing distinct quality, integrity and excellence, which in turn offers financial peace of mind. I take time to really get to know my clients before offering advice. I provide clients a bespoke, high level personal service that is rarely seen in today’s financial market place. The level of satisfaction may be judged by the fact that most new clients come to me as a result of personal recommendation by existing clients.

I have 12 years experience in this field, specialising in the ‘Wheel of Services’ that St. James's Place Wealth Management Group offers, and my overall aim is to help those wishing to secure their financial future, whether their priority is:-

• Building and preserving capital


• Personal protection against sickness and/or death


• Inheritance Tax Planning


• Will writing* and estate planning


• Pensions


• Retirement planning

In addition to the experience and expertise provided by members of the St. James's Place Partnership, products and services from other providers have been carefully selected to complement and enhance the range of St. James's Place products on offer. I believe the providers represent the ‘best of breed’ in their respective categories and are capable of delivering the high standards you expect.

I aim to keep my clients aware of the most up-to-date information within the markets and producing Market Bulletins is just one example. You may view these by clicking on the Market Update link on the left of this page. In addition, I am able on request to provide quarterly copies of The Investor, the
St. James's Place Wealth Management magazine.

Rob Stroud DipPFS

*Will writing is a separate and distinct service from those offered as a Representative of St. James's Place. Wills are not regulated by the Financial Services Authority.