Rodgers Family Wealth Management - Leighton Buzzard

Dez J.

Financial Brilliance!

I have been fortunate enough to have Rodgers Family Wealth Management looking after and providing advice for my financial affairs for circa 8 years and they have always provided great advice that results in solid returns, saved money and turned my stress levels down to ZERO in these matters!

It is not just their personal experience and advice that helps but their network of contacts is also second to none, if you need tax advice, mortgage consultation or pretty much anything finance related they will help or have professional contacts that can sort your problems out.

Do not ask yourself about cost and fees, trust me their support and provided services will more than cover this and save you significant sums of monies as well as a few less grey hairs!

I personally could not do without them and would highly recommend them.

Philip L.

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 S.

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.

Ross &. M. B. C.

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

Lindsey L.

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 A.

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.

karen J. L.

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 B.

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.