Chesterfield Financial Advisors
We are here to help you
every step of the way
We are here to help you
every step of the way
We are Rosewood Wealth Management
Independent Financial advisers in Chesterfield, Derbyshire
At Rosewood Wealth, we believe in providing all of our clients with a truly individualised independent financial advice service. Whether you are just starting your property journey and buying your first home, looking towards your first investment, saving for your future, exploring pension options or looking to enjoy your wealth, we are here to help and guide you.
We aim to help you achieve the best results from your financial planning by offering financial advice in all areas, including mortgages, investments, retirement advice, pensions, equity release, savings wealth management, and insurance.
Looking at the complete picture of your circumstances means that we can gain an understanding of what needs to be considered and what you wish to achieve, therefore allowing us to offer the best possible approach so that you may reach your individual financial goals.
INDEPENDENT FINANCIAL ADVICE
Our aim is to help our clients achieve the best results from their financial planning, by providing first-rate advice in the areas of investments, retirement benefit advice, pensions, wealth management, mortgages, protection, insurance and Inheritance Tax planning. We’re totally impartial so always focus on finding the perfect financial solution to suit you.
Hear what a few of our highly satisfied clients have to say
My previous advisor with whom my pension had been with did not keep me advised and the investment was just standing still. I, therefore, shopped around and found that Donna understood what I was after and therefore I felt confident that she would keep me totally up to date on my investment.
I spoke to Donna to crystallise a pension fund from a previous employer. By continually persevering to achieve the result that I wanted even though there were a few problems along the way. Donna could not have been more helpful. In my opinion, she could have done no better. I would have no hesitation in recommending Donna to anyone for her knowledge and help.
I was to receive an inheritance and wished to invest. With a vast amount of knowledge and patience, she guided me through the whole process of investment, not once, but twice. Excellent service, far exceeded my expectations.
LET US TAKE THE STRAIN
Working towards financial independence is about looking at the whole journey. Understanding the pitfalls and planning the most suitable way forward. We know about investing and are aware of all the options and potential risks. Rosewood Wealth Management can advise on how to make the most of any tax allowances, and the best investment vehicles. All this means that we can take away the guesswork, leaving you to concentrate on the things you love. Whatever your financial aspirations, we have the expertise to help you achieve your goals so that you can spend time doing the things you enjoy.
TRUST & PIECE OF MIND
At Rosewood, we apply family values to the way we work, the way we treat you and the way you view us. We believe in starting how we mean to continue. It’s about building a lasting relationship. A relationship based on trust.
Giving the most appropriate advice, doing the most suitable thing, never applying pressure, always professional, courteous and honest.
Our integrity drives our high standards. We believe in putting your family first.
Contact our experts
Expert financial and mortgage advice tailored to you
Rosewood Wealth Management Ltd
Registered in England and Wales Registered Company Number : 08291755. Registered address: 388 Brimington Road, Chesterfield, Derbyshire S41 0TF. Directors: Donna Robertson & Shannan Pool-Gorman
What to do if you have a complaint: If you have a complaint or dispute with us, you are entitled to make a complaint. We have a complaints procedure that is available on request. If you wish to register a complaint, please contact us either in writing, by telephone or email. If you wish to register a complaint, please contact us: In writing: Shannan Pool-Gorman, 388 Brimington Road, Chesterfield, S41 0TF. Email: firstname.lastname@example.org, or by telephone 01246 932300. Please be assured we treat complaints seriously. For your protection, if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service (‘FOS’). Please see the following link for further details: http://financial-ombudsman.org.uk/.
A lifetime mortgage is secured against your home and is a complex product. To understand the features and risks, ask for a personalised illustration. Your home or property may be repossessed if you do not keep up the repayments on your mortgage. You may have to pay an early repayment charge to your existing lender if you remortgage. The value of your investment can go down as well as up and you may not get back the full amount invested. Accessing pension benefits early may impact on levels of retirement income and your entitlement to certain means-tested benefits. Accessing pension benefits is not suitable for everyone. You should seek advice to understand your options at retirement.
© 2019 Rosewood Wealth Management | Rosewood Wealth Management is a trading style of Rosewood Wealth Management Ltd which is Authorised and Regulated by the Financial Conduct Authority – number: 841587. You can check this on the Financial Services Register by visiting the FCA’s website – or by contacting the FCA on 0800 111 6768. The Financial Conduct Authority does not regulate taxation advice, university/school fees planning some aspects of buy to let mortgages. The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK. The FCA’s consumer website address can be found here.