MEET THE TEAM
Independent Financial Advisor
Specialising in Investments and Pensions
19 years experience in the Financial Services industry
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.
Donna builds solid relationships with her clients based on trust and mutual understanding. Specialising in Investments and Pensions, Donna has throughout her career kindled a reputation for honesty and reliability, always going above and beyond to secure her client’s financial futures whilst keeping close contact.
Financial planning can be a part of one’s life that is often unnecessarily bogged down with jargon and complicated legal jargon. One of Donna’s main strengths has always been her ability to communicate this side of the process to clients in a frank and straightforward way, breaking down in her own terms how you can make the most of your money.
Donna’s dedication is matched only by her expertise in Financial Services, and her pride in upholding the standards and ethics of the FCA. Always looking to better herself, Donna is now working towards attaining her Chartered status as a Financial Planner. However, self-improvement is not where it stops for Donna, as she and Rosewood strive to create a different kind of wealth management based around close client relationships, personal support and honest, consistent advice.
When not working with clients, Donna might be found in the cinema or the gym, and she likes to get away on the weekends in her VW Camper Van with her husband, Ben, daughter, Erin and their Bloodhounds Cooper and Rufus.
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.