Today marks a very special milestone for Rosewood. We turn one year old!


It’s been an amazing first year and we are so humbled by all the support we have received from our valued clients and families. We could not have done it without you!

Together we have made our dream a reality and it is even better than we could have imagined! 

We wanted to create a company where we could help our clients achieve financial goals on multiple fronts whilst sharing major life events, whether financial or not, and embrace them into the Rosewood family.  We have loved seeing our family grow with us! 

We believe we have created a company and culture that encompasses all this whilst maintaining our authenticity and it has been unbelievably rewarding. 

Thank you for your continued support.


One of our special BDM’s surprised us!

Thank you for capturing the very essence of Rosewood and for creating such a perfect depiction. You could not have got it more perfect!


Rosewood Wealth Management


Richly grained with qualities so rare, the beautiful Rosewood tree grows tall and gives us air.

Standing bold on its roots and showing increasing strength,

Yet giving off a comforting rose-like scent.

Each day a new branch starts to emerge and grow,

Having the flexibility to bend and bow.

No storm is a problem for this majestic tree, it’s gleaming ruby leaves whispering,

“Come shelter me”

Be it from the rain, or be it from the sun, the outcome with Rosewood will be the right one


Rosewood Wealth Management Ltd

388 Brimington Road
Chesterfield, Derbyshire S41 0TF
United Kingdom (UK)
Phone: 01246 932300

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


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:, 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:

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.