SR Wealth Management Ltd was established in 2017, when its Director, Stuart Rollason, accepted an invitation to join St. James's Place Wealth Management. Prior to this, Stuart was an Executive Director at Coutts where he had worked for 30 years.
He provides bespoke wealth management advice, with the benefit of a single relationship, to meet all your financial needs, whether your priority is to :-
- Preserve or grow your wealth, through management of cash, investments or borrowing
- Protect your family financially against risk
- Plan for retirement or passing assets between generations
His focus is on developing a long term relationship with you to help you achieve your objectives and financial security.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.