George Roddan ACSI

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George Roddan ACSI

George Roddan ACSI

Financial Adviser

George is dedicated to building lasting relationships with his clients, aiming to truly grasp their financial goals and needs.

Acknowledging the constantly shifting financial landscape and evolving needs of his clients, George emphasises the importance of developing bespoke financial plans. These plans are regularly reviewed to reflect changes in his client’s circumstances.

He specialises in advising successful professionals to help protect and enhance their wealth. George’s areas of expertise include retirement planning, investment planning (both onshore and offshore), inheritance tax planning, financial protection and profit extraction for company owners.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select, and the value can therefore go down as well as up. You may get back less than you invested.

The levels and bases of taxation, and reliefs from taxation, can change at any time and are generally dependent on individual circumstances.

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