RSR Wealth Management Information

We firmly believe that planning for a secure future, be it for yourself, your family or your business, is one of the most important steps you will ever take. RSR Wealth Management has been a Partner Practice of St. James’s Place Wealth Management for over 12 years, and we provide clients with reliable face to face advice and expert investment management in a number of areas: - Building and preserving capital and investments - Paying less tax by taking advantage of HMRC allowances and incentives - Planning and growing funds for retirement - Gaining financial protection against risk Our aim is to offer a highly-professional service that always puts the interests of our clients first. For us it is not just about keeping our client’s finances protected. We focus upon maintaining long-term, trusted relationships to understand our clients’ ambitions and lifestyles, build strategies which aim to make them possible, and review them regularly to address changes in personal circumstances. Your home may be repossessed if you do not keep up repayments on your mortgage. The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested. Taxation rules may change at any time and are dependant on individual circumstances. RSR Wealth Management 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. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.