Demi Walker, Financial Services Administrator Apprentice – Rosewood Wealth Management

My name is Demi Walker and I work at Rosewood Wealth Management. I have worked at Rosewood since November 2023 as an apprentice. I am currently doing a financial services administrator apprenticeship.

I work with the mortgage side of the business, helping them with phone calls, emails, data input and onboarding. Rosewood Wealth Management provides advice about mortgages, equity release, pensions and investments.

What was the greatest achievement for your business or organisation over the past year?

I believe Rosewood’s biggest achievement is moving premises, which allowed the business to expand the team by employing two new apprentices including myself. Before, the previous office was limited with space which meant there was less opportunity for hiring new members of the team.

We are now based close to Chesterfield Train Station which also allows us as well as clients to have access to different ways of transport.

How would you describe Chesterfield and North Derbyshire, using only three words?

I would describe Chesterfield and North Derbyshire as: Aspirational, Resolute and Community.

What are your favourite places to visit in Chesterfield and why?

Bolsover Castle. It’s local to where I live and  it’s a huge part of our English heritage. Since it was built in 1613, the castle has had 1000’s of visitors and events. It helps bring people in the area.

How is your business or organisation becoming more sustainable?

Rosewood are ISO14001 accredited and are continually looking for sustainable opportunities that fit with our business. Our office is green space, we are very conscious about the environment. We have different waste bins so we are making recycling easier and keeping the environment safe. Also, we have plants around the office to reduce stress, increase productivity and keep the air clean.

Why do you love working or doing business in Chesterfield or North Derbyshire?

I enjoy being able to support the local community with advice on financial options. Also there is good community spirit in the local business ecosystem.

How are you supporting young people in your business?

Abi Dodd and myself are current apprentices on a financial services administrator program. One of our current advisers, Abi Denman also came through the same scheme. We also take school leavers in for work experience to give them a foundation in the workplace.

How are you, your business or your team supporting local people?

We work with local businesses and individuals in Chesterfield providing financial advice both locally and further afield.

What support or advice has your business received recently and how has it benefited your business?

We are supported from a compliance perspective by Bankhall. They audit us on a regular basis and ensure our compliance is up to date. This helps us keep up to date with any new rules and regulations and helps us ensure the clients are getting the best possible outcome.

Which upcoming development do you think will have the greatest impact on the town and why?

Markham Vale. The transformation of this old mine site into a fresh and thriving industrial area has breathed new life into this area.

What is your vision for Chesterfield and North Derbyshire in 2030? What do you think the town needs to achieve this?

I think that there should be a train line from Bolsover to Chesterfield so that there are more options for transport into the town centre. This would avoid people relying on cars and the bus for transport.