The service and support which I have received from St. James's Place partner has been second to none and I would recommend her to anybody who is looking for financial planning.

Mandy has given my partner and I sound advice delivered in a clear, concise and patient manner. Her knowledge and support have been invaluable and we would have no hesitation in recommending her services.

I first met Mandy Rodgers through a networking group and gradually got to know her. After a few months, I approached Mandy to advise and assist me with an issue I had with a pension SIPP. I had previously received bad advice and invested into a SIPP which then had issues. Mandy was great at trying t...

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For me, it’s the person themselves who is the most important part of the service. Mandy has a thorough approach, patience to explain, appropriate knowledge but it’s good to ‘see’ the person, the real person too, and to have these human touches of humour about the things we all experience in fam...

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We got to know Mandy through a local networking group. She immediately struck us as having our best interests truly at heart and that half her battle was making people aware of the opportunities that existed for them that they might otherwise be unaware of. Mandy came to us in our home and talk...

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Authorising someone to handle your financial affairs is a huge undertaking and requires a level of trust. I’ve worked with Mandy for a number of years and over that time have grown to both trust and respect her. Prompt, efficient and above all honest, Mandy was meticulous in her handling of my ...

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I had engaged with St. James's Place in the past which made the decision to appoint Mandy Rodgers Wealth Management an easy one. Taking stock of my situation she gave me clear, solid advice, making me aware of all my options and alerting me to tax planning. Flexible yet at the same time efficie...

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Financial planning is the sort of thing you want to get right, and my husband and I have found Mandy very good to work with. She is easy to talk to and a very good listener, and she combines a holistic approach with a sound technical knowledge, answering all our questions thoroughly. Once she h...

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I knew I needed financial advice but the myriad of financial advisers in the marketplace made the choice overwhelming. I have built my own business on referrals so when Mandy was recommended to me by my accountant the decision to engage her was an easy one. Genuinely interested in my circumstan...

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At 27, I didn’t really pay too much attention to my finances but Mandy has given me comprehensive and reliable financial advice that’s relevant to me. She’s approachable and has a natural gift for communicating. She took me through all the options and explained everything in detail. I feel like...

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Mandy has been brilliant at making complex financial investment issues, easy to understand in plain language. She has a wealth of experience which is demonstrated by her skills and knowledge in the individual advice she provides. Her personality is very engaging, warm and caring but professiona...

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Mandy is a personable lady she is friendly yet highly professional she has a client centred approach. She is thorough and methodical and carries out extensive research in order to match the right financial products to her client’s needs. We found Mandy to be honest and fair, she has great produ...

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Approachable, personable, a good listener and extremely knowledgeable. This is how I would describe Mandy. I had a pension but had left if simmering for some time and knew that I should take advice. I had a professional yet relaxed meeting with Mandy in which she took the time to listen and exp...

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I first came across Mandy at a networking event and found her extremely personable. As an entrepreneur myself, her business background immediately appealed to me. I was further impressed when I listened to her presentation. Knowledgeable, yet at the same time engaging, Mandy unravelled a comple...

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I met Mandy when I was introduced to her by my solicitor, my solicitor had introduced me to another financial adviser who I didn’t really Connect with. As soon as I started talking to Mandy I felt that she really understood my needs, really listening to what I needed. Mandy was right on the bal...

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Mandy was helpful and understanding of what we both needed from our own financial perspective, incredibly professional and easy to understand. We needed someone with experience and financial planning to give us advice for what is best for us and not any particular products. We would definitely ...

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Mandy Rodgers Wealth Management had been recommended to me by a friend. She took time out to meet us at our convenience and spoke to me and my wife at length about our pension planning and the best ways to look after our wealth. Mandy’s product knowledge and advice was impeccable. Her approach ...

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The service that Mandy provides is both professional and personalised to my individual needs. Mandy is very responsive to queries and questions I may have and also provides clear summaries following meetings we have and impartially it feels like Mandy is genuinely interested in doing the best f...

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