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Rowan Dartington Group | Wealth Management & Stockbroking Services

As individual as you are. As individual as you are. As individual as you are. We are an independent Wealth Management business that believes our customers needs are paramount, so we put them at the heart of everything we do. We believe in allowing our customers to choose the services they would like to take from us, anywhere from pure Wealth Management through to a full service Financial Advice offering where we assess all of their circumstances. New to Rowan Dartington? To find out more, please call.

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Rowan Dartington Group | Wealth Management & Stockbroking Services | rdholdings.co.uk Reviews

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As individual as you are. As individual as you are. As individual as you are. We are an independent Wealth Management business that believes our customers needs are paramount, so we put them at the heart of everything we do. We believe in allowing our customers to choose the services they would like to take from us, anywhere from pure Wealth Management through to a full service Financial Advice offering where we assess all of their circumstances. New to Rowan Dartington? To find out more, please call.

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Rowan Dartington Group | Wealth Management & Stockbroking Services | rdholdings.co.uk Reviews

https://rdholdings.co.uk

As individual as you are. As individual as you are. As individual as you are. We are an independent Wealth Management business that believes our customers needs are paramount, so we put them at the heart of everything we do. We believe in allowing our customers to choose the services they would like to take from us, anywhere from pure Wealth Management through to a full service Financial Advice offering where we assess all of their circumstances. New to Rowan Dartington? To find out more, please call.

INTERNAL PAGES

rdholdings.co.uk

1

Our Business | Rowan Dartington Group

http://www.rdholdings.co.uk/ourbusiness

For all your wealth management needs. For all your wealth management needs. For all your wealth management needs. Introducing the Rowan Dartington businesses. Rowan Dartington is one of the UK’s leading providers of personalised wealth management services offering a comprehensive service to our Private Clients. Stafford House Investments is an Independent Financial Adviser firm offering fee based financial advice and tax solutions to private clients, businesses, trustees, solicitors and accountants.

2

Graham Coxell | Rowan Dartington Group

http://www.rdholdings.co.uk/about-us/our-board/graham-coxell

With the exception of a short period as a trainee fighter pilot in the RAF, Graham has spent his career in Financial Services. His early career was at financial services software provider Marlborough Stirling where, as CEO, he oversaw turnover growth of 17m to 120m and a successful 250m stockmarket flotation in 2001. Marlborough Stirling then went on to become a FTSE 250 company. View more board members. Managing Director, Investment Services. Managing Director, Support Services. Tel: 0117 933 0000.

3

Our Board | Rowan Dartington Group

http://www.rdholdings.co.uk/about-us/our-board

Find out about our Group Board Members. A word from our Chairman. 8220;At Rowan Dartington we appreciate that everyone’s different, that’s why we tailor the way we work to provide a service that’s as individual as you. I am incredibly proud of all the business units within Rowan Dartington and the values based culture that we have developed.”. Managing Director, Investment Services. Managing Director, Support Services. Non-Executive Director and Chairman of the Asset Allocation Committee.

4

Press Releases 2014 | Rowan Dartington Group

http://www.rdholdings.co.uk/press-releases/press-releases-2014

Please see our press releases for 2014. All press releases are in Adobe Acrobat pdf format for you to read or download. They are listed in Month and date order below. If you would like more details about Rowan Dartington Press please see our media contact section. A Greek Tragedy in the Making. Guy on why 2015 will not be a year for the faint-hearted. OPEC- The Central Bank of Oil. Acordias rebrands as Ardan International. RD breaks through client assets of 1bn. Countdown to the Election. Rowan Dartingto...

5

Ardan International | Rowan Dartington Group

http://www.rdholdings.co.uk/ourbusiness/ardan-international

Dedicated to the International Financial Adviser. Ardan International is an independent, flexible and dynamic Wealth Platform, focused on giving international advisers the right environment to grow their business. Providing choice through technology, Ardan International adds value, unlocks benefits and makes life easier for both International Financial Advisers and their clients. Our aim at all times is to support the relationship between International Financial Adviser and their clients. We use cookies ...

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Managing Assets – Rowan Dartington Private Client

http://www.rowan-dartington.co.uk/managing-assets

Management of Conflicts of Interest. Rowan Dartington & Co Ltd (‘the Firm’) Pillar 3 Disclosures. At Rowan Dartington we continually monitor all of the investments in our portfolios ensuring that we remain convinced of their quality and value. Every month our Asset Allocation Committee meets to discuss our current allocation to equities, fixed interest and alternative investments and whether this should be changed. Find out more about our Investment team. A large part of our work solves challenges. We us...

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Cookie Policy – Rowan Dartington Private Client

http://www.rowan-dartington.co.uk/our-policies/cookie-policy

Management of Conflicts of Interest. Rowan Dartington & Co Ltd (‘the Firm’) Pillar 3 Disclosures. Management of Conflicts of Interest. Rowan Dartington & Co Ltd (‘the Firm’) Pillar 3 Disclosures. You can refuse cookies by turning them off on your web browser, but please note this may cause our service not to function as intended. If you have any questions please contact us. Wealth Management and Stockbroking Services. Rowan Dartington and Co. Ltd. Tel: 0117 933 0000. Fax: 0117 933 0009.

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Investment Committee – Rowan Dartington Private Client

http://www.rowan-dartington.co.uk/managing-assets/investment-committee

Management of Conflicts of Interest. Rowan Dartington & Co Ltd (‘the Firm’) Pillar 3 Disclosures. Management of Stocks and Shares. Our clients’ needs are paramount. Our premium class customer support service is always ready to help you. Wealth Management and Stockbroking Services. Rowan Dartington and Co. Ltd. Tel: 0117 933 0000. Fax: 0117 933 0009. Email: info@rowan-dartington.co.uk. Rowan Dartington is part of the. St James’s Place Wealth Management Group. Wealth Management and Stockbroking Services.

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Investment Team – Rowan Dartington Private Client

http://www.rowan-dartington.co.uk/managing-assets/investment-team

Management of Conflicts of Interest. Rowan Dartington & Co Ltd (‘the Firm’) Pillar 3 Disclosures. Introducing the Rowan Dartington Investment Team. Head of Fixed Interest. Head of Equity Research. Wealth Management and Stockbroking Services. Rowan Dartington and Co. Ltd. Tel: 0117 933 0000. Fax: 0117 933 0009. Email: info@rowan-dartington.co.uk. The Value of shares and the income from them can fall as well as rise and investors may get back less than they originally invested. Log in with your credentials.

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Private Client Services – Rowan Dartington Private Client

http://www.rowan-dartington.co.uk/privateclient-services

Management of Conflicts of Interest. Rowan Dartington & Co Ltd (‘the Firm’) Pillar 3 Disclosures. This service is designed for clients that want to remain involved in the management of their assets, but require advice about what investments might be suitable for them. This service is ideal if you want to delegate the day-to-day management of your portfolio to a trusted and experienced investment specialist, safe in the knowledge that he or she will be acting in your best interests at all times. We use co...

rowan-dartington.co.uk

Financial Planning – Rowan Dartington Private Client

http://www.rowan-dartington.co.uk/privateclient-services/financial-planning

Management of Conflicts of Interest. Rowan Dartington & Co Ltd (‘the Firm’) Pillar 3 Disclosures. A full financial planning. We also offer full financial planning through our financial advisory business Stafford House Investments, an Independent Financial Adviser and Wealth Management Company, offering fee based financial and tax solutions to private clients, businesses, trustees, solicitors and accountants. Http:/ www.staffordhouseinvestments.co.uk/. Our clients’ needs are paramount. Tel: 0117 933 0000.

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Complaints Policy – Rowan Dartington Private Client

http://www.rowan-dartington.co.uk/our-policies/complaints-policy

Management of Conflicts of Interest. Rowan Dartington & Co Ltd (‘the Firm’) Pillar 3 Disclosures. Management of Conflicts of Interest. Rowan Dartington & Co Ltd (‘the Firm’) Pillar 3 Disclosures. Rowan Dartington and Co Ltd always aims to provide the highest standard of service to its clients but on occasions we may fall short of this goal and a client may express dissatisfaction. The final response will set out the facts that have been established during the investigation and any resolution to be offere...

rowan-dartington.co.uk

Best Execution Policy – Rowan Dartington Private Client

http://www.rowan-dartington.co.uk/our-policies/best-execution-policy

Management of Conflicts of Interest. Rowan Dartington & Co Ltd (‘the Firm’) Pillar 3 Disclosures. Management of Conflicts of Interest. Rowan Dartington & Co Ltd (‘the Firm’) Pillar 3 Disclosures. Best Execution Policy Disclosure Statement. We will take all reasonable steps, based on the resources available to us, to satisfy ourselves that we have adequate processes in place to deliver the best possible results for transactions executed on behalf of clients. Disclosure of our Best Execution Policy doe...

rowan-dartington.co.uk

Additional Services – Rowan Dartington Private Client

http://www.rowan-dartington.co.uk/privateclient-services/additional-services

Management of Conflicts of Interest. Rowan Dartington & Co Ltd (‘the Firm’) Pillar 3 Disclosures. Rowan Dartington offer a number of additional services for our clients. These additional services include:. Recent legislation has firmly placed the responsibility for the investments held by charities and trusts with their trustees. We can offer a specialist service that works with trustees to ensure that the underlying investments of your charity or trust fulfil their objectives and meet your obligatio...

rowan-dartington.co.uk

Disclaimer – Rowan Dartington Private Client

http://www.rowan-dartington.co.uk/our-policies/disclaimer

Management of Conflicts of Interest. Rowan Dartington & Co Ltd (‘the Firm’) Pillar 3 Disclosures. Management of Conflicts of Interest. Rowan Dartington & Co Ltd (‘the Firm’) Pillar 3 Disclosures. We may process personal data relating to you in accordance with the Data Protection Act 1998 as amended and any other regulations relating to data protection, as to what we may do with such data. This website has been approved by Rowan Dartington and Co Limited. Wealth Management and Stockbroking Services.

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Rowan Dartington Group | Wealth Management & Stockbroking Services

As individual as you are. As individual as you are. As individual as you are. We are an independent Wealth Management business that believes our customers needs are paramount, so we put them at the heart of everything we do. We believe in allowing our customers to choose the services they would like to take from us, anywhere from pure Wealth Management through to a full service Financial Advice offering where we assess all of their circumstances. New to Rowan Dartington? To find out more, please call.

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