RWA Financial Planning

RWA Financial Planning Our Financial Advisers demystify the world of financial services

12/06/2026

What is the most important aspect of financial planning?
Meet Matt, one of our Financial Advisers, as he explains.

If you or someone you know would benefit from talking to Matt, we welcome you to contact us.

RWA FP Ltd 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).

SJP Approved 11/06/2026

Do you have a will in place? Does your will reflect your current wishes?May’s Adviser Development Session focused on wil...
04/06/2026

Do you have a will in place? Does your will reflect your current wishes?

May’s Adviser Development Session focused on wills and estate planning with Pavilion Row.👨‍👩‍👧‍👦

A will helps ensure that decisions about your assets, estate and loved ones are guided by your wishes – making it a key area of financial planning.

No matter your age or stage in life, having a will is one of the most responsible things you can do for the people who matter most.

If you or your loved ones require assistance in this area or would like a complimentary ‘My Documents’ brochure, please get in touch.

RWA Financial Planning 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.

Please note that advice relating to a Will necessitates the referral to service that is separate and distinct to those offered by St. James's Place. Wills are not regulated by the Financial Conduct Authority.

SJP Approved 04/06/2026

21/05/2026

PSS Day🧑‍🤝‍🧑

Twice a year our Practice Support Specialists (PSS) meet to recap on updates, keep abreast of industry changes and of course, have a good catch up!

From onboarding to ongoing support, our administration team helps ensure every client experience is efficient, professional and personal.

We are delighted to welcome Amy Norman to our team. Amy is an experienced financial services administrator, providing ad...
13/05/2026

We are delighted to welcome Amy Norman to our team.

Amy is an experienced financial services administrator, providing administrative and technical support to our Advisers in addition to supporting the Practice Manager. Amy’s role involves producing and processing documentation, liaising with clients, St. James's Place departments and third parties to ensure compliance with our service and quality standards.

Outside of work, Amy enjoys spending quality time with her partner, especially going on long walks together. Amy also enjoys keeping active through Pilates, which helps her maintain a healthy balance and positive mindset and as a big fan of horror films she loves getting lost in a good thriller or scary movie.

Meet the team: https://www.rwafp.com/about/meet-the-team/listing

11/05/2026

April’s Adviser Development session centred on sharing experiences and what better way to begin than hearing from Francis about his career.

With Francis headed into retirement, it felt like the perfect opportunity to capture his insights and the powerful stories he’s gathered over the years. Hearing first-hand experiences from one Adviser to another brought a real depth to the session.

From practical client strategies to broader industry perspectives, the openness in the room led to genuinely meaningful conversations and it was amazing to hear of the lives our Advisers have helped shape for their clients.

While staying up to date through study is essential, sessions like this are a reminder that learning from each other is just as valuable as studying and both contribute to staying up to date.

Coming together like this as a team and sharing experiences strengthens us as professionals and ultimately helps us deliver better outcomes for our clients.

If you or someone you know would benefit from talking to one of our Advisers, please do contact us.

RWA FP Ltd 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).

SJP Approved 01/05/2026

On Monday we helped Francis Monteiro celebrate his retirement with his family and friends.After an incredible 40 years o...
07/05/2026

On Monday we helped Francis Monteiro celebrate his retirement with his family and friends.

After an incredible 40 years of service as a Financial Adviser, Francis reflected on his rewarding and personally fulfilling journey stating that he had the most enjoyable career, clients have become personal friends, and he wouldn’t change a single thing.

Happy Retirement, Francis!

April’s Adviser Development session centred on sharing experiences and what better way to begin than hearing from Franci...
30/04/2026

April’s Adviser Development session centred on sharing experiences and what better way to begin than hearing from Francis about his career.

With Francis soon heading into retirement, it felt like the perfect opportunity to capture his insights and the powerful stories he’s gathered over the years. Hearing first-hand experiences from one Adviser to another brought a real depth to the session.

From practical client strategies to broader industry perspectives, the openness in the room led to genuinely meaningful conversations and it was amazing to hear of the lives our Advisers have helped shape for their clients.

While staying up to date through study is essential, sessions like this are a reminder that learning from each other is just as valuable as studying and both contribute to staying up to date. Coming together like this as a team and sharing experiences strengthens us as professionals and ultimately helps us deliver better outcomes for our clients.

If you or someone you know would benefit from talking to one of our Advisers, please do contact us.

RWA FP Ltd 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).

SJP Approved 30/04/2026

The first bank holiday of the year was well and truly needed - how has it already been a week since Easter weekend?!Afte...
10/04/2026

The first bank holiday of the year was well and truly needed - how has it already been a week since Easter weekend?!

After a busy and demanding period leading up to tax year end, swipe to see what some of our team got up to over the Easter bank holiday weekend.

We hope everyone had a fantastic Easter and a productive week back! Wishing you all a wonderful weekend ahead.🌼

Address

4th Floor, 3 Hardman Square
Manchester
M33EB

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+441615499370

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