About Us
About Us


Ownership
There are lots of different ownership models within financial services.
Here is how we are set up:
Rob owns 90% of Rootes Wealth Management Limited and the remaining 10%, Nancy (Rob’s wife) owns. Nancy is not involved in the day to day running of the company.
Rootes Wealth Management is independent and not part of a larger group. We are a local Financial advice firm in Tonbridge.
We also work with specialist firms to support us. Examples would be compliance, accountancy and IT support. This is so that we can focus on providing our best service to you.
Rob Mansfield DipPFS
I love to help people and make things the best they can be.
It is such a pleasure to talk with clients about their finances, helping them towards their goals. It is very rewarding when clients realise that it isn’t as complicated as they thought it was.
As an analytical person, I love getting under the bonnet of a plan, and thinking about how we can tweak it. Although I’ve used a car analogy, they are one thing I know very little about!
I strongly believe that there are no stupid questions as we cannot all be experts in everything. This comes across in my reviews from people I work with and you can get a flavour of these on my VouchedFor profile or on Google.
I live in Hildenborough, Kent with my wife Nancy and two children, Molly and Freddie. We love the area and like to contribute to civic life. I currently chair Tonbridge Line Commuters, campaigning for better rail services. ‘TLC’ has been going since 1959 and it’s frustrating to that lots of issues have remained constant. Late trainsm expensive fares and capacity from housing developments aren’t new issues! There’s more work to do here!
I am honoured to be the editor of Keys magazine in Hildenborough. This is the church and community magazine for St John’s Church. We deliver a free copy of the magazine to every home in the village each month. You can also get it to your email each month.
DipPFS (the letters after my name) means I hold the Diploma in regulated financial planning from the Personal Finance Society. I also hold the certificate for mortgage advice. Since starting work in 2008, I have seen the Global Financial Crisis, Brexit, Trump, COVID and even Liz Truss!
I look forward to what the next decade brings!