Get to know the team here at Rosewood Wealth Management
Independent Financial Advisor
Specialising in Mortgages, Equity Release and Later Life Lending
Change is not our enemy
At Rosewood we elevate environmental and social impacts in our growth strategy. We don’t see a future where a company will not be considering or managing their environmental impact.
Independent Financial Advisor
Specialising in Investments and Pensions
As an expert Independent Financial Advisor specialising in investments and pensions, Donna is committed to helping clients achieve their financial goals. Possessing a can-do, caring attitude, Donna works hard to build professional relationships based on trust and mutual cooperation.
Recognising that taking the first step in your financial planning journey can feel overwhelming, Donna prides herself in guiding clients through each stage of their journey with patience and clarity. With a strong desire to provide frank, straightforward advice, Donna’s ability to clearly communicate throughout the advice process ensures clients can make the most out of their finances.
When not helping clients to achieve their financial objectives, Donna might be found in the cinema or completing a workout. Outside of work, Donna also enjoys socialising with her friends, family and her Bloodhound. Passionate about her local area, Donna may also be found exploring nearby heritage sites or sampling the food of North Derbyshire’s restaurants.
Independent Financial Advisor
Specialising in Mortgages, Equity Release and Later Life Lending
As an Independent Financial Advisor specialising in mortgages, equity release and later life lending, Shannan works closely with clients to offer detailed, personalised advice. Accredited as a Society of Later Life Advisers (SOLLA) advisor, Shannan prides herself on possessing the latest later life lending knowledge and expertise.
Renowned for her friendly disposition and laid-back demeanour, Shannan’s bubbly personality and natural curiosity ensures that your every financial query is answered. Combining a strongly-held belief in doing what is most suitable for her clients with a passion for honest, transparent advice, Shannan thrives on making a positive and meaningful impact on each clients’ journey.
When not busy helping clients to reach their full financial potential, Shannan’s love of the outdoors means that she can often be found exploring the Peak District countryside with her family and her Airedale Terrier, Vinnie. Shannan also enjoys spending time with friends and is a keen theatre enthusiast.
Focussed on helping clients to achieve their financial goals, Abigail’s tenacious, determined approach to her work as a Mortgage Advisor makes her an invaluable member of the Rosewood team.
Possessing the natural ability to build and maintain relationships with all parties involved in the advice process, Abigail’s approachable demeanour means clients feel relaxed when discussing their mortgage options with Rosewood. Known for her positive attitude and comprehensive knowledge of the industry, Abigail is committed to effectively support clients with their mortgage-related financial queries.In her spare time, Abigail enjoys keeping fit and healthy at the gym. As a family-oriented person, Abigail also looks forward to spending time with her friends, family and tabby cat. Passionate about experiencing new things, Abigail enjoys exploring different parts of the world whilst on holiday, as well as dining at the latest restaurant.
Having spent 20 years working in law, Kerry has been a great addition to the team here at Rosewood, where her skills, knowledge and experience have been transferable to the financial services sector.
Kerry is organised, helpful, caring, and trustworthy. She is a positive and reassuring person with excellent client service skills. She is friendly, approachable and always looking out for others, making clients here at Rosewood feel welcome and supported throughout their financial journey.
In her spare time, Kerry is a social butterfly, who loves spending time with her partner, family and friends. She enjoys organising social events and bringing people together. She loves dancing, photography, and also doing arts & crafts. As a season ticket holder, Kerry can be seen cheering on her local football team, Chesterfield FC - Come on the Spireites!
As a Financial Services Administrator, Megan is committed to providing exceptional service. Megan's primary goal is to ensure clients feel fully supported throughout every stage of their mortgage or house buying process.
Outside of work, Megan really values the time she spends with her friends and family. Her dog, Peanut, is a huge part of that. Megan also enjoys exploring new places through travel and experiencing the vibrant atmosphere of live music festivals with friends. When at home, Megan likes to unwind and stay creative with various craft projects.
Helping Rosewood to deliver an exceptional financial advice service, Demi’s position as an Apprentice Business Administrator sees her provide vital support to clients on their journey to maximising their financial potential.
Sharing Rosewood’s core belief in teamwork, Demi’s helpful attitude and calming nature immediately puts clients, stakeholders and colleagues at ease. Always willing to go the extra mile to enhance the client experience, Demi’s positive personality and conscientious approach to work makes her an important addition to the Rosewood team.
Outside of work, Demi enjoys spending time with her family, friends and Labrador. Enthusiastic about live events, Demi looks forward to attending the latest live concert or football match whenever possible. Interested in a number of different artists, previous concerts attended by Demi include Little Mix and Ariana Grande.
Helping Rosewood to drive positive outcomes for clients in her role as an Apprentice Business Administrator, Abi takes pride in supporting clients on their journey to achieving financial stability.
Keen to uphold Rosewood’s high standards, Abi’s impeccable manners and bubbly personality ensures clients have a positive experience when working with Rosewood. Always willing to support clients, colleagues and stakeholders alike, Abi’s active participation in Rosewood’s bustling community makes her an important member of the team.
In her spare time, Abi enjoys spending time with her family and friends. As a lover of music, Abi has attended the live gigs of artists such as the Arctic Monkeys and Pulp as well as up-and-coming indie bands.
Upholding Rosewood’s commitment to personalised service, Becky's diligent approach and depth of technical expertise ensure that every strategy is aligned with each client’s specific goals and objectives. She firmly believes that no two clients are the same, and takes great satisfaction in analysing individual circumstances to assist in developing bespoke solutions that pave the way for long-term financial wellbeing.
In her spare time, Becky enjoys spending time with her two daughters, as well as relaxing with a crocheting project, catching up with friends and enjoying a trip to the theatre.
