RWA Financial Planning

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

The summer holidays don't stop our lot! ☀️ August's Adviser Development Session focused on delivering great client outco...
26/08/2026

The summer holidays don't stop our lot! ☀️ August's Adviser Development Session focused on delivering great client outcomes (thank you, Toby!) and updates to our internal processes, courtesy of our Head of Paraplanning, Ren.

It was another good opportunity to come together as one team, strengthen our service offering and continue improving the experience we deliver to our clients.

Reanu has certainly hit the ground running since joining us - shout out to Ren!

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 26/08/2026

HAVE YOU WRITTEN YOUR WILL YET?79% of UK adults say they are comfortable talking about death, yet only 36% have written ...
21/08/2026

HAVE YOU WRITTEN YOUR WILL YET?

79% of UK adults say they are comfortable talking about death, yet only 36% have written a Will*. The gap between conversation and action could have serious consequences for the people you care about most.

Discover why having a Will is so important: https://www.rwafp.com/article/detail/sjpp/where-theres-a-will-theres-a-say.html

*The National Will Register, The National Wills Report 2025

Will writing involves the referral to a service which is separate and distinct to those offered by St. James's Place. Wills are not regulated by the Financial Conduct Authority.

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). RWA Financial Planning is a trading name of RWA FP Ltd.

SJP Approved 17/08/2026

07/08/2026

What scares people unnecessarily about investing?
Meet Shery, one of our Financial Advisers, as she explains.

If you or someone you know would benefit from talking to Shery, 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 12/06/2026

We are delighted to welcome Reanu Vasdev to our team as our Head of Paraplanning.Reanu is a qualified Certified Financia...
04/08/2026

We are delighted to welcome Reanu Vasdev to our team as our Head of Paraplanning.

Reanu is a qualified Certified Financial Planner with over 25 years of experience in the financial planning industry. Her career spans financial advice, running a successful Paraplanning Practice, and leading her own SJP Partner Practice for more than a decade.

Reanu is particularly experienced in supporting Advisers with complex financial planning cases, including intricate calculations, technical planning strategies, detailed cashflow modelling and ensuring every aspect of a client's financial wellbeing is considered.

Based in Derby, Reanu lives with her husband, their two children, and Ruby, their much-loved Toy Cockapoo, who she jokingly describes as her favourite child.

Outside of work, Reanu enjoys spending quality time with family and friends, creating healthy meals to support a balanced lifestyle, and taking long walks with Ruby. She also has a passion for music from around the world and enjoys discovering new cultures through its rich and diverse sounds.

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

We are delighted to welcome Caragh Twomey to our team. Caragh is an experienced financial services administrator, provid...
13/07/2026

We are delighted to welcome Caragh Twomey to our team.

Caragh is an experienced financial services administrator, providing administrative and technical support to our Advisers in addition to supporting the Practice Manager. Caragh’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, Caragh enjoys travelling, spending time with friends and family, Pilates, reading and a game of darts or pool!

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

June's Adviser Development Session was led by our team!Covering trusts, case studies and paraplanning updates, we shared...
02/07/2026

June's Adviser Development Session was led by our team!

Covering trusts, case studies and paraplanning updates, we shared insights and best practice that help to strengthen knowledge across the team.

While the session may have overrun slightly, we still made it to our lunch reservation at Maray Manchester, where the wider team enjoyed some well-earned brain food and a chance to catch up together!

Thank you Team RWA.

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 01/07/2026

01/07/2026

Q2 in a nutshell: celebrating an Adviser’s retirement, welcoming new team members and plenty of teamwork🚀

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.

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

Website

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