Gurdeep Lall

Hi there, I'm Gurdeep Lall, Chartered Financial Planner and Director at Rhodes Wealth Management, one of the largest wealth management firms in Derbyshire. I have been part of the team at Rhodes Wealth Management since 2018, bringing extensive experience in the financial services sector that spans over a decade long career. I take a holistic approach to planning for my clients and strive to help you achieve your financial aspirations and goals, whilst providing best in class bespoke service. I pride myself on continued professional development, having achieved a milestone of Chartered Status in 2022, a qualification widely accepted as the 'gold standard' for financial planners. My passion lies with assisting both personal clients and business owners with their financial planning needs. In particular, I have expertise in advising in the following areas: * Pension planning, including Defined Benefit Pensions * Investment Planning * Protection Planning * Inheritance Tax Planning I believe the key to being a good adviser is having a good level of technical knowledge but more importantly, the ability to listen and connect with what really matters to clients. Outside of working life, I enjoy spending time with my family and friends. I am an avid Formula 1 fan. I also enjoy travel, dog-walks and music. 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. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. This Partner/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 at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 13/12/2024