Rhodes Wealth Management Financial Service in Ashbourne, Brailsford

Reviews

1. Charles Gething Lewis M.B.E. ★★★★★

   Rhodes Wealth Management have been assisting us for many years with our Financial Affairs and have demonstrated considerable vision , which has enabled us to pass on a significant sum of Capital to our children and grandchildren over 7 years ago, which will not now e subject to IHT without prejudicing our lifestyles. We are very pleased with the service we have received from Adam and his team

   almost 8 months ago
2. Darren Hill ★★★★★

   I first started investing with Rhodes Wealth Management back in 2019, possibly not the best time to have chosen to start my journey due to the unprecedented amount of volatility in the stock markets over the last few years. However, Gavin Lawler my Wealth Management Consultant has helped me to navigate the short-term ups and downs and to maintain focus on the longer term. Despite all of the turmoil in the markets I can honestly say that I have been very satisfied with the performance and growth of my portfolio. After a thorough financial review Gavin and the team at Rhodes put together a number of investment options to balance the risk and return along with the most advantageous ways to utilise my allowances when providing an income from my investments. One of the options that I chose was to move my defined contribution pension to Rhodes and have never looked back, as the growth has far surpassed anything that Aviva ever provided. Initially being new to the financial market and personal investments I have found Gavin to be very supportive throughout my investment journey providing sound easy to understand advice, with regular updates when required along with thorough annual reviews. Overall, my expectations have been far exceeded regarding my investments with Rhodes Wealth Management and I am more than pleased with the service and support I have received. I have found Gavin and the team to be very personable, professional people to deal with and can honestly say that I intend to be with Rhodes for many years to come.

   almost 9 months ago
3. Chris Stevens ★★★★★

   I sought out Rhodes wealth management for some early pension and future income forecasting advice. I was extremely happy with the approachable, flexible and supportive service that I received from Lewis. All the facts and projections I needed to support my decision-making were well considered and presented with complete clarity. I look forward to calling upon their services again in the not too distant future. Thank you, much appreciated. For everyone reading, I highly recommend.

   almost 11 months ago

1. Rena Patel ★★★★★

   At Rhodes Wealth Management, I mainly communicate with Gavin Lawler as my Wealth Management Consultant, and Diane Walker who is the Client specialist. Both individuals are extremely professional, friendly, and very knowledgable in their area of expertise. Other than myself and my sisters, our dad (a vulnerable adult), we are all clients at Rhodes. The patience and care Gavin has for our dad does not go unoticed. Gavin always explains all our annual investment updates carefully and its nice to communicate with someone who is down to earth. The same goes for Diane who always arranges appropriate meeting dates for all the family to be present at one meeting (which is a hard task in itself!) and if there are any questions we may have or need to arrange urgent meetings, Diane always responds very promptly, no matter how busy she is. Its a great service and we intend to be with Rhodes for many years to come.

   almost 11 months ago
2. David Hall ★★★★★

   I have been a client of Rhodes Wealth Management since 2014 and I couldn't be happier with the level of service and expertise they provide. The team is professional, responsive, and always available to answer any questions I have. They have helped me navigate the complexities of investing and financial planning, and as a result, I have seen significant growth in my portfolio. I appreciate their transparent and honest approach and highly recommend them to anyone looking for a trustworthy and experienced wealth management firm.

   almost 3 years ago
3. Krish Chedumbarum ★★★★☆

   I have used Rhodes to consolidate all my existing pensions and they have been and continue to be communicative and effective at chasing down information for me. I would like a little less paper work to be sent so frequently but the service is a very good one.

   almost 3 years ago

1. Ellie-Rose Johnson ★★★★★

   My partner and I used Nik Radojcic as our mortgage advisor. We are delighted to say this was a brilliant choice. Nik was excellent throughout - he replied to calls, queries and any upsets almost instantly allowing us both to be reassured throughout the process. Nik arranged several meetings via zoom, we also had the option to meet face to face if preferred. Processes he used were clearly outlined allowing us to be aware of everything happening on his side. He compared several rates of different lenders in front of us, answering any questions clearly and precisely so we were not in the dark. Nik then arranged our mortgage protection insurance to which he went through every question in detail allowing us to make the correct choice. If you are wanting a high quality, professional, calm and reassuring mortgage advisor who is readily available, Nik is the person for you. We highly recommend. Thank you for all your help throughout. Sam and Ellie

   almost 4 years ago
2. Bill Snider ★★★★★

   I have been delighted with the advice I have received from Rhodes Wealth Management and would not hesitate to recommend them. My advisor, Tom, has been extremely helpful and is always available to answer any questions I have and offer sound advice.

   almost 4 years ago
3. James Watson ★★★★★

   I have been really pleased with the service and advice I have received from Tom since becoming a client. He has supported me with knowing what to do with some inheritance I received and also in setting up my own company. Nothing is too much trouble and he is always available. I highly recommended him and Rhodes Wealth Management.

   almost 4 years ago

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