Jolyon Roderick
Chartered Financial Planner & Fellow of the Personal Finance Society,
BA (Hons) FPFS ACII
I have over 20 years’ experience in the Financial Services industry in the UK and Australia, working in a variety of senior management roles, before setting up my own financial planning Practice with St. James's Place.
About
A constant throughout my career has been a passion for clients and a relentless focus on understanding and delivering on their diverse and distinctive needs. I feel very privileged to have the opportunity to do this on a very personal level now, with clients and SME businesses.
With a Diploma in Regulated Financial Planning and an Honours degree in European Business Studies, and as an Associate of the Chartered Insurance Institute and Member of the Society of Mortgage Professionals, continuing professional development is very important to me. My clients can rest assured that the advice I provide is current, comprehensive and relevant.
Away from work, I live in the Pontcanna area of Cardiff with my wife, Natalie, and two young boys. I am an enthusiastic and active youth football coach, music lover, coffee addict and sports tragic.
Testimonials
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
The Partner Practice 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 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.
