HELPING CLIENTS AROUND THE UK REACH THEIR FINANCIAL GOALS
At RWB Wealth we pride ourselves on looking after any individual, regardless of their circumstances. Everyone should have access to financial advice to ensure that they are making the right financial decisions at the right time.
Our advisers have a wide range of knowledge and experience to guide you through your financial journey and are all fully qualified and registered.
We offer flexible meeting arrangements, including face to face meetings either at our office or your home, or video chat meetings such as zoom, whatever is convenient.
The initial meeting is with no obligation and all conversations about costs and charges are completely transparent, and agreed before any further work is undertaken.
We ensure that all advice is individually tailored to our clients and that you receive the most suitable financial advice.
FAQs
We answer some of your Common Questions and give some General Information.
RWB Wealth Ltd, Regus House, Malthouse Avenue, Cardiff Gate Business Park, Cardiff, CF23 8RU
SJP Approved 04/12/2023
RWB Wealth Ltd 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.