Mandy Rodgers Wealth Management

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.
May 4th, 2023

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.
Jan 17th, 2023

I would highly recommend Mandy to anyone looking to manage their financial situation. She was thorough, helped me understand everything from the very basics, and her record speaks for itself.
May 7th, 2022

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 clients 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 doesnt 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
Apr 2nd, 2021

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!
Jul 1st, 2020