Rosewood Financial Advisers

Are You Looking To Move Home?

 

Moving Home

Moving from a home you already own isn’t too much different from buying your first property. There are just a few extra elements to factor in, and we can help you with all of it and go through the process step by step. If you are looking to downsize or upsize we will find the most suitable mortgage product that works for you and your objectives. We work with all lenders, big and small, mainstream and specialist, to give you access to a comprehensive range of mortgage rates whatever your circumstances.

You may wish to keep it simple, selling where you currently live and buying your next place. Or you might prefer to keep your existing home and rent it out, which is known as ‘let to buy’(link). This could be a one-off investment, or an exciting step towards having a property portfolio. Whatever your plan, we can give you easy-to-understand, straight forward advice about your options.

At Rosewood Wealth Management, we can offer a range of mortgages available for those looking to buy their next home. We guide you through every step of the process of moving home or purchasing an additional property. We also deal with lenders on your behalf, so everything from paperwork to negotiation is kept as stress-free as possible for you.

How we can help you

At Rosewood Wealth, we believe in providing all of our clients a truly individualised financial advice service. We are here to help find the ideal mortgage when you are looking to move home.

Frequently Asked Questions

What happens to my existing mortgage?

A mortgage is secured on your current property. When you move, your legal representative will pay off your existing mortgage in full. You will need to start a new mortgage if you are buying a new property, and you still need to borrow to do so.

What types of mortgages are available?

With hundreds of types of mortgage products and several types of mortgage available, finding the best one for your individual circumstances is key, therefore you should look beyond the interest rate when choosing a mortgage.

Testimonials

Hear what a few of our highly satisfied clients have to say

From start to finish Shannan was fantastic. She managed to secure us a Mortgage under very difficult circumstances. Keeping me updated all the way and going beyond the call of duty in her dedication to our needs.

Client In South Yorkshire
Dec19

Shannan at Rosewood dealt with our enquiries perfectly. The level of service is exceptional, the products on offer were tailored exactly for our needs. Shannan also saved us loads of money. Which helps! Very happy. Would highly recommend!

R Fish
Google Review

Donna has continued to provide me with excellent counsel and I value her opinion and knowledge of the financial world very highly. She has spent the time getting to know me so she can advise accordingly and I know that should my situation change I can always call on her.

Client In Lincolnshire
Oct19

Reviews and Ratings for Financial adviser Shannan Pool-Gorman, Sheffield
Reviews and Ratings for Financial adviser Donna Robertson, Sheffield

Contact our experts

Expert financial and mortgage advice tailored to you

Mortgage calculator

You can use the mortgage calculator below to help calculate your monthly repayments

year(s)

Your total monthly payment

Principal & Interest

CONTACT DETAILS

Rosewood Wealth Management Ltd

388 Brimington Road
Chesterfield, Derbyshire S41 0TF
United Kingdom (UK)
Phone: 01246 932300
Email: info@rosewoodwealth.co.uk

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

OPENING HOURS

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: 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.