Chesterfield Financial Advisors

Our Services

First Time Buyer

You’re looking at your first mortgage and purchasing your first home

Remortgaging

Your current mortgage is ending and you want to look for a new deal

Moving Home

Thinking of relocating, upsizing or downsizing your property

Buy to let

You wish to look at moving into the world of investment properties

Retirement Mortgage

You’re looking at retirement and want to look at available options

Equity Release

You’re interested in releasing capital from your home for retirement

Pensions

You want help to begin planning for your financial future

Investments

You would like advice on savings and investment opportunities

Insurance

You want to look at ways to best protect your home and family

Contact our experts

Expert financial and mortgage advice tailored to you

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.