Our Blog

Read the latest news and updates from our blog

Why getting financial advice has never been so important

Why getting financial advice has never been so important

Why getting financial advice has never been so importantAfter 12 months like no other, there are lots of reasons why it could help you plan your future with an expert. Highlights from our latest newsletter include:Low-interest rates continue to offer a difficult...

read more
Celebrating Our First Year

Celebrating Our First Year

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...

read more
SME 2020 UK Enterprise Award

SME 2020 UK Enterprise Award

We are very proud to announce that Rosewood Wealth Management has been awarded the SME 2020 UK Enterprise Award for Best Advisory Firm - Derbyshire.This award identifies a small to medium enterprise (SME) that delivers a premium service in connecting with their...

read more
Supporting Cutthorpe Cricket Club

Supporting Cutthorpe Cricket Club

Supporting Cutthorpe Cricket Club.  You can raise money by simply shopping online!Rosewood Wealth Management sponsors Cutthorpe Cricket ClubThis summer, we may not be blessed with fours, sixes, and wickets-a-plenty over at Cutthorpe Cricket Club.  As is the case with...

read more
Support Derbyshire

Support Derbyshire

Support Derbyshire So many people, families, and businesses have been affected by COVID-19 and the closures that were necessary for all of our safety. Support Derbyshire is a place for us to get together, find the best way to support our favorite local businesses and...

read more
Christmas Toy Appeal

Christmas Toy Appeal

Would you like to help our local hospital, Chesterfield Royal, this Christmas by supporting our toy appeal?

read more

CONTACT DETAILS

Rosewood Wealth Management Ltd

4th Floor, 1 Waterside Place
Basin Square, Brimington Road,
Chesterfield, Derbyshire
S41 7FH
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

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, 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.