Chesterfield Financial Advisors
First Time Buyer
You’re looking at your first mortgage and purchasing your first home
Your current mortgage is ending and you want to look for a new deal
Thinking of relocating, upsizing or downsizing your property
Buy to let
You wish to look at moving into the world of investment properties
You’re looking at retirement and want to look at available options
You’re interested in releasing capital from your home for retirement
You want help to begin planning for your financial future
You would like advice on savings and investment opportunities
You want to look at ways to best protect your home and family
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.