MEET THE TEAM
Jenny
Gray
Independent Financial Advisor
Level 4 qualified Paraplanner
23 years experience in the Financial Services industry
MEET THE TEAM
Jenny Gray
Independent Financial Advisor
Level 4 qualified Paraplanner
23 years experience in the Financial Services industry
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.
Jenny enjoys working with clients and takes pride in the service she delivers being driven by doing what is right. You will find Jenny approachable, professional and her friendly demeanour will put you at ease when discussing your financial matters.
Jenny is family orientated, married to her husband James and together they have a son called Finn. When Jenny is not watching Finn play football or cricket, she likes to go running and spend time with her family. She is also a volunteer with the junior section of the local cricket club. When Jenny is not on the sidelines of a pitch, you will find her watching shows at the theatre or reading a good book.
CONTACT DETAILS
Rosewood Wealth Management Ltd
United Kingdom (UK)
Phone: 01246 932300
Email: info@rosewoodwealth.co.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
OPENING HOURS
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: 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.