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
Located in the heart of Chesterfield, Rosewood’s Brimington Road office is home to our dedicated team of industry-led professionals. Driven by our passion to provide honest, personalised financial advice, we believe in helping clients to achieve their full financial potential. Founded in 2019 by Directors Shannan Pool-Gorman and Donna Robertson, Rosewood Wealth Management has since grown to become one of North Derbyshire’s most respected financial advice firms. Sharing a desire to deliver exceptional customer service, the combined expertise of each of our highly specialised team members means that we can provide clients with more than just quality advice; we offer clients a premium experience. From the moment they walk into our offices, clients are welcomed into the Rosewood family. We build a unique relationship with our clients, getting to know their personal and financial aspirations. By seeking advice from Rosewood, you are automatically signing up for a lifetime of support. As family-oriented advisors, we genuinely care about our clients and their wellbeing. For us, it’s about maintaining lasting relationships to create a supportive Rosewood community.
At Rosewood, we adhere to a set of high standards that inform everything we do. With honesty,transparency, integrity and consistency at the forefront of our work, we believe it is important to find innovative ways to uphold these values. Realising that effective customer service begins with our core business management style, we have successfully achieved ISO 9001 certification. Governed by set processes our team follows, the accreditation ensures that we provide the same, fair service to all of our clients. Believing that we have a responsibility to care for the planet, we are also ISO 14001 accredited. Protecting our planet for future generations, the certification prompts us to minimise our impact on the environment by actively adopting our working style. In an attempt to reduce our carbon emissions, clients visiting our office are welcome to use our Electric Vehicle Charging (EVC) point. Committed to being a sustainable and process-led business, clients choosing Rosewood can be certain that they are working with a company that will continually evolve to maintain high service standards.
SERVICES TAILORED TO SUIT EVERY STEP OF YOUR JOURNEY
Satisfaction for us involves making sure you receive the most appropriate advice that considers your specific financial circumstances.
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 tailor advice to suit every step of your journey. We offer a diverse range of financial services which include investments, pensions, protection, mortgages, savings, later life lending including equity release.
We welcome clients into our office for face-to-face appointments, although we understand that it may not be possible for some of our clients to travel to see us. In order to accommodate the individual circumstances of our clients, we offer virtual and telephone appointments and will work with our clients in a way that compliments their requirements.
OUR COMMUNITY IS OUR HOME
At Rosewood, we truly believe that it is important to give back to the Chesterfield community in which we operate. We are passionate not only about supporting our clients with bespoke advice, but also about championing other local businesses in Chesterfield. Regularly spotlighting other businesses through our blog writing, Rosewood are proud to be active members of the thriving local community. With a strong desire to help those in need, we often get involved with charity appeals and fundraising events that support the residents of Chesterfield. As a company dedicated to making a positive impact on our clients’ lives, Rosewood understands the importance of uplifting our community.
MEET THE ROSEWOOD TEAM
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.
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.
Financial Services Administrator
Whilst studying Level 3 Business at Chesterfield College, Abigail developed a passion for finance. Abigail’s ambitious attitude at the outset of her career in this sector, her engagement with analytical challenges, as well as her natural talent for business and finance made her the perfect candidate for Rosewood’s apprenticeship scheme.
Level 4 qualified Paraplanner
Jenny has 23 years experience of working in financial services complimenting her degree in English. She joins the Rosewood team as a Level 4 qualified Paraplanner and brings with her an extensive toolkit of skills and experience which is exciting and positive for both the Rosewood team and clients alike.
Contact our experts
Expert financial and mortgage advice tailored to you
Rosewood Wealth Management Ltd
United Kingdom (UK)
Registered in England and Wales Registered Company Number : 08291755. Registered address: 4th Floor, 1 Waterside Place, Basin Square, Brimington Road, Chesterfield, Derbyshire, S41 7FH.
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, 4th Floor, 1 Waterside Place, Basin Square, Brimington Road, Chesterfield, Derbyshire, S41 7FH. 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.