Rosewood Financial Advisers

Looking for savings and investment advice?

 

Savings & Investments

Ensuring to save and invest your money wisely will help provide for a more comfortable future. This type of financial planning is essential to ensuring your future financial objectives, including long-term aims, can realistically be met. Our independent financial advisers are on hand to help and offer insightful advice for all aspects of savings and investments.

After looking at your current financial situation and taking into account your goals and objectives, we can create long-term plans for your finances. We will look into a range of saving and investment options to find the best solution for you. These options can include investment bonds, open-ended investment company (OEIC) funds, savings accounts and tax free saving options such as ISAs.

At Rosewood Wealth we offer straight forward independent financial advice for savings and investments across Chesterfield, Derbyshire. We will work with you to provide a range of options depending on your intended goals. Resulting in the creation of an individual savings and investment plan for your finances.

How we can help you

At Rosewood Wealth, we offer a range of financial services. We are here to help and guide you to find the financial solution to meet all your financial objectives.

Frequently Asked Questions

Are you making the most of your ISA allowances?

ISA’s allow you to save up to £20,000 a year in cash, stocks and shares, or a mixture of the two, with all interest and growth free from tax. That means when you withdraw money from your ISA you will not have to pay any income tax or capital gains tax on the proceeds.

You can transfer some or all of your ISA balances, whether cash or stocks and shares to a better account or more competitive deal so it is always good to review your ISA arrangements.

Where can I put my money?

There are a large number of different types of savings and investment products out there. There are low risk options, which will yield smaller returns and there are those that carry a higher risk with the possibility of greater returns. Make an appointment to come and see us so we can go through everything you need to know and find a solution that works for you.

What is an investment bond?

Investment bonds are basically life insurance policies where you can choose to invest a lump sum of money in a variety of available funds. Bonds of this nature can run for a fixed term while others can have no set investment term. The return you will receive when you decide to withdraw and cash your bond in will be dependent on how the investment performed.

Testimonials

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

I spoke to Donna to crystallise a pension fund from a previous employer. By continually persevering to achieve the result that I wanted even though there were a few problems along the way. Donna could not have been more helpful. In my opinion, she could have done no better. I would have no hesitation in recommending Donna to anyone for her knowledge and help.

Paul
03/06/2019

Donna is extremely professional and I am very happy with all the help and advice she has given me in relation to my Pension Investments. All round 5 Star Service!

K Knight
Google Review

My previous advisor with whom my pension had been with did not keep me advised and the investment was just standing still. I, therefore, shopped around and found that Donna understood what I was after and therefore I felt confident that she would keep me totally up to date on my investment.

Andrew
31/05/2019

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

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.