Rodgers Family Wealth Management - Leighton Buzzard

Address: Lammas Rd, Cheddington, Leighton Buzzard LU7 0RY, United Kingdom.
Phone: 1296662092.
Website: rodgersfamilywealth.co.uk.
Specialties: Financial planner.
Other points of interest: Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointment required.
Opinions: This company has 14 reviews on Google My Business.
Average opinion: 5/5.

Location of Rodgers Family Wealth Management

1296662092

Rodgers Family Wealth Management is a financial planning specialist that can be found at Lammas Rd, Cheddington, Leighton Buzzard LU7 0RY, United Kingdom. The company's phone number is 1296662092 and their website is rodgersfamilywealth.co.uk.

One of the key features of Rodgers Family Wealth Management is that they offer financial planning services. This means that they can help individuals and families to create a plan for their financial future, taking into account their current financial situation, their goals, and any potential risks. This can be particularly useful for those who are planning for retirement, or for those who have recently experienced a change in their financial circumstances.

Another feature of Rodgers Family Wealth Management is that they offer a number of convenient services, including the ability to book appointments online, onsite services, and wheelchair accessibility. They have a wheelchair accessible entrance, parking lot, and restroom, making it easy for everyone to visit their location. They also have a restroom available for use. It's important to note that an appointment is required to ensure that the appropriate staff and resources are available to assist you.

According to Google My Business, Rodgers Family Wealth Management has received 14 reviews with an average rating of 5/5. This is a strong indication of the company's commitment to providing high-quality financial planning services to their clients.

Reviews of Rodgers Family Wealth Management

Rodgers Family Wealth Management - Leighton Buzzard

Philip Laughlin

5/5

Mandy Rodgers has provided my personal financial support for more than 10yrs and we have known each other professionally for over 30 years. She never fails to be responsive and balanced in her advice and recommendations. The most important aspect of this relationship is Trust, and I trust Mandy and the Rodgers Family Wealth Management team to look after the best interests of my family.

Karen Smith

5/5

We contacted Mandy to help us with managing our savings, and planning our pensions. Every interaction has been superb - she is extremely knowledgeable with a wealth of options to discuss and share. She efficiently runs the meetings in a very professional, whilst personable way. We really felt like we were in very good hands - and hopefully our money too! She took the time to understand exactly what we were looking to achieve and made suggestions on the best way forward. We would highly recommend.

Lindsey Larner

5/5

Mandy Rodgers Has provided a thorough ,professional, personal service, delivered in an easy to understand way using a logical process. She gives me confidence with her knowledge and has worked hard to help us make sense of our financial situation. I value her expertise and feel confident in the decisions we have made to ensure our future investment and pension plans works for us.

Greg Abbott

5/5

Mandy was great. Direct, informative, challenging (I mean this in a good way) as we needed someone to shine some light on our finances and help us examine our options and force us to be a bit more organised. In that sense, she was EXACTLY what we were looking for. A pleasure to deal with, funny and highly informed and professional. Thank you.

Ross & Mike BTH Components

5/5

Mandy is a personable lady she is friendly yet highly professional with a client centred approach. She is thorough and methodical and carries out extensive research in order to match the right financial products to her client’s needs.
We found Mandy to be honest and fair, she has extensive product knowledge and is able to give a rational for any of the products she recommends. We have learnt much from her about our investments.
When approached Mandy is always quick in her response to answering questions, if she doesn’t know the answer there and then, she will find out and get back to you promptly.
We have no qualms in recommending Mandy to family and friends and have done so already.
Peter & Maxine

karen Joy Langley

5/5

I met Mandy via an excellent webinar she provided for a local business hub. Although I am terrified of sorting out my finances I took up her offer to review me and my partners finances ....and she has been brilliant!

The 360 degree FREE review has given me peace of mind and I now understand what needs to be done to safeguard my future regarding pensions and investments. Plus Mandy gave the added value of providing info about beneficiaries etc (thank you mandy). Bite the bullet, face the stark reality of your finances and get it sorted!

Jo Birch-Chapple

5/5

A colleague recommended Mandy Rodgers and I have not been disappointed.

She is very approachable, explained in plain English what I could do with my financial planning which, was very disorganised with investments and pensions in lots of different places. She produced a financial modelling report which showed the longer term results if I started saving every month - especially if I wanted to meet my goals. The result is a simplified portfolio and I am now saving monthly.

Her her meeting style is friendly and relaxed and customer service excellent. I have now recommended her to my best friend and two of my family members who are also delighted.

Hannah Nicholson

5/5

Mandy kindly shared her knowledge in a presentation with my family and the feedback was that this information has changed their financial plans for the better. After having my 1:1 meeting with her I now have a very clear 12 month plan to work towards to reach my goals. So grateful.