Q: Why did you choose Rosewood Wealth?
A: As a young family, we felt we wanted to deal with a company where we would be looked after by a person, not a department. Rosewood seemed to be able to offer us that sought after personable approach to financial planning.

Q: What benefits did you feel directly?
A: The direct outcomes have been a reduction in our current monthly mortgage repayment, coupled with a recent successful mortgage offer on a new property. We felt it was essential to making these decisions with someone, rather than an online calculator. Our family feels comfortable making financial commitments that have been discussed by people, not spreadsheets.

Q: Was the process clear and easy to understand?
A: The process has been transparent and enjoyable from the start. The communication between Rosewood and ourselves has never required us to be financial Jargon busters, but at the same time has filled us with confidence on their ability to act in our best interests with lenders, insurers and solicitors.

Q: Did you feel Rosewood understood what was important to you?
A: Yes, Rosewood provided us a comfortable environment to share our goals, appetite for risk, and what we enjoy in life. Overall this provided us confidence that further advice and services always have these values in mind.

Q: How did your interactions with Rosewood make you feel?
A: The interactions continue to be enjoyable, relaxed, but professional. Rosewood clarifies, without making you feel inept, which is the reason that we have passed all of our financial histories, plans, and goals over to Rosewood to develop with us.

Q: Would you recommend Rosewood Wealth to your friends and family?
A: We have recommended Rosewood to friends, family, and colleagues based upon our experience. We hope that Rosewood continues to be a resounding success and we look forward to continuing our relationship with them for the foreseeable future.

As featured in S41 & S42 Magazines please click to read

Business partners Donna Robertson and Shannan Pool-Gorman have many years of experience in helping individuals and have an enviable reputation within the industry.
They aim to help clients achieve the most
suitable results from their financial planning by offering financial advice in all areas, including mortgages, investments, retirement advice, pensions, equity release, savings, wealth management, and insurance.

Donna said “We always look at the complete picture of your circumstances to get an understanding of what needs consideration and what you wish to achieve. We do this to offer the best possible approach for you to reach
your financial goals.

Shannan and I, established Rosewood Wealth Management with the firm belief that financial planning needed to go back to basics, therefore together as business partners and friends,
we founded Rosewood upon the fundamental principles of personal, intimate support and frank, honest advice tailored to the needs of the client.”