At Rodney Spiller Wealth Management, our philosophy is simple – our clients and their families are at the heart of everything we do. It has to be.
It is only when we truly understand someone’s goals and aspirations, that we can offer the best guidance and bespoke planning they deserve. We help our clients to enjoy and make the most of their money today, and just as importantly, in the future.
Partnering with a trusted adviser to tackle your financial planning should feel like a weight being lifted. That’s why we pride ourselves on cutting through the jargon and offering peace of mind in what may feel like a complicated and overwhelming aspect of your life.
Planning is key and that includes planning for what you don’t yet know. Significant life events, good or bad – whatever life throws at you – often come without warning and these times may well have a significant effect on your finances. From inheritance to ill health, private school fees and redundancy, we work with our clients to smooth the way and put them in the driving seat to best manage the bumps in the road ahead.
Rodney Spiller’s ethos shines through across his Practice:
“Our clients deserve the very best service and guidance from us, whether that’s on a family or corporate level – face-to-face wealth management advice that you can trust and tailored to individual circumstances and aspirations.”
The team also work closely with other carefully selected professionals in complementary businesses such as mortgage advisers, Will services and accountants.
Rodney Spiller Wealth Management
Pop into the Topsham Office at 59 Fore Street, EX3 0HL
Tel: 01392 304080 or Email: Rodney.email@example.com
Wills are not regulated by the Financial Conduct Authority.