Rhodes Wealth Management
Rhodes Wealth Management is an FCA-regulated, East Midlands-based (Brailsford and Nottingham) Appointed Representative of St. James's Place providing face-to-face wealth management advice to individuals, families, business owners, city professionals and retirees through a structured 7-step advisory programme and SJP product suite.
- Company typePrivate
- Founded2007
- HeadquartersAshbourne, United Kingdom
- Headcount11–50
- GTM typeB2C
- OfferingServices
What Rhodes Wealth Management does
Rhodes Wealth Management is a UK financial advisory practice trading as RWM 2007 Limited (registered in England and Wales, number 15555417), operating from Brailsford (Ashbourne, Derbyshire) with a second regional office in West Bridgford, Nottingham. It is an Appointed Representative of St. James's Place Wealth Management plc, regulated by the Financial Conduct Authority, and delivers face-to-face wealth management advice to individuals and families across the East Midlands. The firm is led by CEO Adam Rhodes alongside Directors Hayley Burton, Gurdeep Lall and Tom Webster, supported by a team of senior wealth management consultants, financial advisers, paraplanners, client support specialists and a marketing function.
The core service is a structured 7-step Wealth Management Programme (Initial Contact, Suitability, Discovery, Research & Investigation, Presentation, Implementation and Ongoing Reviews) positioning the practice as a continuous advisory partner rather than a transactional adviser. The product surface covers investment planning (ISA, Junior ISA, Unit Trusts, Investment Bonds, Discretionary/Stockbroking, Polaris/InRetirement/Growth multi-strategy funds, offshore investments), retirement planning (SIPPs, drawdown, annuities, employer auto-enrolment, self-employed plans), protection planning (life, critical illness, income protection, wills, powers of attorney, estate administration, professional trusteeship via Genus Trust), banking (mortgages, cash deposits via Flagstone, Metro Bank lending), corporate services for business owners (employee benefits, exit strategy, corporate pensions, shareholder planning) and intergenerational wealth management. Underlying technology is the SJP platform for portfolio management and investment solutions, Salesforce for CRM, and integration partners including Flagstone, Metro Bank, Western Provident Association, Kings Court Trust, Clarke Wilmott, Pavilion Row and Karehero.
The revenue model is fully recurring: tiered initial advice charges (3% on first £250,000, 2% on next £250,000, 1% above £500,000) plus an annual ongoing advice charge of 0.80% of client account value (0.27% for ISA/Unit Trust, 0.35% for Pensions/Bonds), with product administration and fund management fees (0.09%-0.69%) layered on top — total ongoing charges on flagship funds reach 1.59%-1.67%. Customer acquisition is field/relationship-led, supported by client events, NPS-driven newsletters and community/charity engagement (e.g., Pamoja Leo since 2017, me&dee). The firm serves a mix of business owners, city professionals, retired individuals, families needing long-term care planning and general individual clients across the East Midlands.
Rhodes Wealth Management firmographics
Firmographics- Name
- Rhodes Wealth Management
- Legal name
- RWM 2007 Limited
- Website
- https://rhodeswealthmanagement.co.uk
- Company type
- Private
- Founded year
- 2007
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Rhodes Wealth Management is an FCA-regulated, East Midlands-based (Brailsford and Nottingham) Appointed Representative of St. James's Place providing face-to-face wealth management advice to individuals, families, business owners, city professionals and retirees through a structured 7-step advisory programme and SJP product suite.
- Ownership category
- akta.pro rank
Rhodes Wealth Management industry classification
Industry- Product category
- Wealth Management Advisory
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)
- akta.pro secondary industries
- Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail) (FSAAAAAJ), Advisory Portfolio Management (Non-Discretionary) (FSAAABAD), Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
Keywords
Where Rhodes Wealth Management is headquartered
LocationHeadquarters
- HQ city
- Ashbourne
- HQ country
- United Kingdom
- HQ region
- Europe
Offices2 records
Markets served
Rhodes Wealth Management business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Operations, Technology or R&D, Infrastructure
Revenue model
- Initial Advice Charges: Clients pay initial advice charges based on the total amount invested. Applied in bands: 3% on first £250,000, 2% on next £250,000, 1% on amounts over £500,000.
- Ongoing Advice Charges: Annual ongoing advice charge of 0.80% based on the value in client accounts, covering suitability reviews and ongoing support. Reduced on tiered basis for large investments.
- Product Charges: Charges for account administration, tiered and reduced based on investment amounts across SJP products.
- Fund Charges: Charges for fund management ranging from 0.09% to 0.69% depending on the fund selected.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Pay-as-you-go | Initial advice charge: 3% on first £250,000, 2% on next £250,000, 1% on amounts over £500,000 |
| Subscription | Annual | Ongoing advice charge: 0.80% based on account value |
| Subscription | Annual | Fund charges: 0.09% to 0.69% |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels5 records
Rhodes Wealth Management product offering
Product offeringCore offering
Rhodes Wealth Management is a financial advisory practice operating as an Appointed Representative of St. James's Place Wealth Management plc. It delivers personalised face-to-face wealth management through a structured 7-step Wealth Management Programme covering investment planning, retirement planning, protection planning, corporate services, mortgages, and intergenerational wealth management for individuals, families, and business owners in Derby and Nottingham.
Product overview
Rhodes Wealth Management is a financial advisory practice that operates as an Appointed Representative of St. James's Place Wealth Management plc. Their offering is structured as a comprehensive wealth management programme combined with a wide range of specialized financial products and services. The core Wealth Management Programme provides a continuous partnership journey through financial planning stages, while the product portfolio encompasses investment planning (ISA, Junior ISA, Unit Trusts, Investment Bonds, Offshore Investments, Discretionary/Stockbroking Services, and Investment Solutions including Polaris, InRetirement and Growth Portfolios), retirement planning (SIPPs, annuities, drawdown plans, employer/employee pension services), protection planning (life insurance, critical illness, income protection, estate administration, trusts, wills, powers of attorney), banking services (mortgages, cash management, lending), corporate services (business planning, employee benefits, tax mitigation, exit strategies), and intergenerational wealth management. These products and services are delivered in partnership with St. James's Place and their carefully selected third-party providers including Metro Bank, Flagstone, and various specialist service partners.
Differentiator
Problem solved
Functional benefit
Products and services
- Wealth Management Programme
Companies that use Rhodes Wealth Management
Customer profileNamed customers8 records
Segments5 records
Ideal customer profiles4 records
Rhodes Wealth Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration9 records
Feature3 records
Rhodes Wealth Management partnerships and signals
Strategic signalScale indicators5 records
Recent moves6 records
Expansion highlights6 records
Rhodes Wealth Management competitors and assessment
Company assessmentDirect peers
- Killik & Co: UK independent financial adviser offering face-to-face wealth management advice to private clients across multiple UK regions. Comparable advisory-led model with similar focus on long-term client relationships and intergenerational planning.
- Brewin Dolphin: UK wealth manager providing discretionary investment management and financial planning to private clients, similar to Rhodes's comprehensive wealth management programme. Comparable advisory-led model with regional office network across the UK.
- Charles Stanley: UK wealth manager with regional office network providing investment management, financial planning, and wealth advisory services to private individuals and families. Comparable in face-to-face advisory model and target client base.
- Rathbones Group: UK-listed wealth manager offering investment management, financial planning, and advice services to individuals, families, and trustees. Comparable in client segmentation and full wealth advisory offering including intergenerational planning.
- Quilter (Quilter Financial Planning): UK wealth management business with a national network of appointed financial advisers — directly analogous to Rhodes's SJP Partner Practice model. Competes for the same mass-affluent and HNW client base with similar product-led advice structure.
- Tilney Smith & Williamson (now Evelyn Partners): UK wealth management and professional services firm providing financial planning, investment management, and tax advice to private clients, trustees, and business owners. Comparable in offering breadth and client-segment targeting.
Broad incumbents
- AJ Bell: UK investment platform offering ISAs, SIPPs, and dealing services to retail investors and advisers. Adjacent competitor — many Rhodes clients use platforms for execution, but AJ Bell's low-cost model pressures traditional advice economics.
- Hargreaves Lansdown: UK's largest direct-to-consumer investment platform. Competes with Rhodes for mass-affluent retail investors but operates a primarily self-service/D2C model rather than face-to-face advice — represents the structural threat Rhodes's full-service model must justify against on fees.
Emerging players
- Interactive Investor: UK flat-fee investment platform targeting self-directed mass-affluent investors. Represents fee-disruption threat to traditional percentage-fee advisory models like Rhodes's.
- True Potential: UK IFA network using technology-enabled wealth management platform with personal advisers — combines hybrid digital-plus-adviser model that competes with Rhodes's full-service approach at potentially lower cost-to-serve.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat6 records
Key risks5 records
Key highlights6 records
Customer concentration
Rhodes Wealth Management social profiles
Digital presenceRhodes Wealth Management compliance and trust
Trust signalCompliance2 records
Rhodes Wealth Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Rhodes Wealth Management leadership team
Management profileNumber of profiles
Profiles6 records
Rhodes Wealth Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Rhodes Wealth Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Rhodes Wealth Management
What does Rhodes Wealth Management do?
Rhodes Wealth Management is a financial advisory practice operating as an Appointed Representative of St. James's Place Wealth Management plc. It delivers personalised face-to-face wealth management through a structured 7-step Wealth Management Programme covering investment planning, retirement planning, protection planning, corporate services, mortgages, and intergenerational wealth management for individuals, families, and business owners in Derby and Nottingham.
Is Rhodes Wealth Management a public or private company?
Rhodes Wealth Management is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Rhodes Wealth Management founded?
Rhodes Wealth Management was founded in 2007. It employs 11 to 50 people.
Where is Rhodes Wealth Management based?
Rhodes Wealth Management is headquartered in Ashbourne, United Kingdom, in the Europe region.
How does Rhodes Wealth Management make money?
Four revenue lines are on record. Initial Advice Charges are the primary driver. The others are ongoing Advice Charges, product Charges and fund Charges.
Who are Rhodes Wealth Management's main competitors?
Direct peers on record are Killik & Co, Brewin Dolphin, Charles Stanley, Rathbones Group, Quilter (Quilter Financial Planning) and Tilney Smith & Williamson (now Evelyn Partners). Broad incumbents are AJ Bell and Hargreaves Lansdown. Emerging players are Interactive Investor and True Potential.
Does Rhodes Wealth Management have an API?
No public API is recorded for Rhodes Wealth Management.
What industry is Rhodes Wealth Management in?
Rhodes Wealth Management's product category is Wealth Management Advisory. Its primary akta.pro industry code is FSAAAAAF, Financial Planning & Goals-Based Advice (Mass Affluent), with a secondary code of FSAAAAAJ, Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail). Its NAICS code is 523940 and its SIC code is 6282.