Chesterfield Financial Advisors

We are here to help you

Expert mortgage & financial advice

Rosewood is about values. We believe in honesty, transparency, integrity and consistency

We are two professional women, managing our work and family lives, having both spent entire careers in the Financial Services sector. In fact, we even met through our work in Finance. We quickly found that we had more in common than our taste in TV and our love of dogs, we shared a concern that the Financial Services industry had become impersonal and hollow. In our industry it is now all too common that tailored, personal financial advice has been replaced by cut-and-paste, narrow-minded pointers meant mainly to advance the interests of the advisor rather than to secure the financial future of the client.

We believed that financial planning needed to be brought back to basics, and so together as business partners and friends, we founded Rosewood upon the fundamental principles of personal, intimate support and frank, honest advice tailored to the needs of the client.

OUR MISSION

We aim to provide a complete range of financial services to each client in order to cover all financial bases and take away the unnecessary pressure of having your financial matters in more than one place. Ultimately, we want to get to know you, we want to understand what you need and how we can help you make the most out of your money and meet your financial objectives. In return, we want you to get to know us and – more importantly – trust us. Every relationship is built upon trust and mutual understanding, and we believe that our relationship with you, the client, should be no different.

SERVICES TAILORED TO SUIT EVERY STEP OF YOUR JOURNEY

Satisfaction for us comes in making sure you are informed and looked after. From helping you to buy your first home, to putting money into the business you have always dreamt of, to helping you plan your retirement, Rosewood will be there for you with services tailored to suit every step of your journey. We offer a diverse range of financial services which include investments, pensions, protection – including business protection and general insurance, mortgages, savings and equity release.

OUR COMMUNITY IS OUR HOME 

At Rosewood, we truly believe that the best investment is an investment in people, and in the community in which we operate. We are passionate not only about supporting our clients with close contact and personalised care, but also about supporting local business. All of the work involved in getting the Rosewood offices up was done tirelessly by our families alongside our fantastic local businesses here in Chesterfield, Derbyshire. We are truly blessed to have such a wonderful community and we at Rosewood relish the prospect of becoming a contributing and beneficial feature of it, providing a different kind of personal, honest wealth management.

MEET THE ROSEWOOD TEAM

Donna Robertson

Specialising in Investments and Pensions

With 19 years of committed experience, Donna lives and breathes the Financial Services industry. Donna initially set out as a bank teller at age 18, qualified as a Financial Advisor at 22, and through her attentive and unwaveringly professional approach, worked her way to becoming an Independent Financial Advisor in March 2013.

Shannan Pool-Gorman

Specialising in Mortgages and Equity Release

Shannan is a dedicated and passionate Financial Planner who combines depth of experience with a strongly-held belief in doing what is most suitable for her clients. Shannan has always worked closely with clients to provide a personal brand of advice and support, and thrives on making a positive and meaningful impact on each client’s journey.

Contact our experts

Expert financial and mortgage advice tailored to you

CONTACT DETAILS

Rosewood Wealth Management Ltd

388 Brimington Road
Chesterfield, Derbyshire S41 0TF
United Kingdom (UK)
Phone: 01246 932300
Email: info@rosewoodwealth.co.uk

Registered in England and Wales Registered Company Number : 08291755. Registered address: 388 Brimington Road, Chesterfield, Derbyshire S41 0TF. Directors: Donna Robertson & Shannan Pool-Gorman

OPENING HOURS

Monday 9:00 AM - 5:00 PM
Tuesday 9:00 AM - 5:00 PM
Wednesday 9:00 AM - 5:00 PM
Thursday 9:00 AM - 5:00 PM
Friday 9:00 AM - 5:00 PM
Saturday Closed
Sunday Closed

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: info@rosewoodwealth.co.uk, 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.