Roderick Sam, Goldby Wealth Management LLP

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Goldby Wealth Management LLP
Member of the Pershore BoB Club

Goldby Wealth Management LLP Financial Adviser
Montrosa
Danes Green
Claines
Worcestershire
WR3 7RU

Business Description

As a Financial Adviser, I provide my clients with personalised holistic financial advice through goals based planning covering these areas:

► Helping to protect what is important to you
► Having a plan to help grow your wealth and access it
► Managing your tax liabilities
► Passing on wealth

Our approach is to help our clients and those close to them align their use of money by understanding what is important to them and putting a plan in place to help achieve their goals and dreams.

This covers all areas of planning such as:
► retirement planning
► savings and investment planning
► protection planning
► mortgages

More details are available on our website www.goldbywealth.com

Or if you would like to book a no obligation discussion you can at https://calendly.com/roderick-sam

During my down time, I enjoy spending time with the family, sports and travelling to explore different cultures and cuisines.

Your home may be repossessed if you do not keep up repayments on your mortgage.


Goldby Wealth Management LLP 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 http://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.