Rosewood Wealth Management
Rosewood Wealth Management believes in providing all of their clients a truly individualised financial advice service. Whether a client is just starting their journey and buying their first home, looking towards their first investment, saving for their future or looking to enjoy their wealth, Rosewood is there to help and provide guidance and support with a service tailored to each client.
The services they provide include investments, pensions, protection – including business protection and general insurance – mortgages, and equity release.
The independent financial advisors apply family values to the way that they operate and how they build relationships and upon mutual understanding with their clients. Rosewood believes in starting how they mean to continue. It’s about building a lasting relationship. A relationship based on trust.
Giving the most appropriate advice, doing the most suitable thing, never applying pressure, always professional, courteous and honest.
Integrity drives Rosewood’s high standards, they are a financial services company that believes in putting your family first.
A free no obligation, initial meeting allows for mutual acquaintance and understanding. Rosewood insist on giving their clients the time and space to consider their options, to ensure they are forever comfortable throughout their journey with Rosewood. As trained and expert financial advisors, Rosewood Wealth can then focus on providing their clients with the most up-to-date, pertinent and prevalent advice with the aim of maximising value and making their clients’ financial dreams into reality.
Donna Robertson, Independent Financial Advisor at Rosewood Wealth Management, comments:-
“My self and my business partner both live in Chesterfield and care about providing a service to the community. Having this common interest in our community makes helping clients engage with their financial futures particularly rewarding for us.
“Being based in this area also gives us the opportunity to work alongside and get to know Chesterfield’s fantastic local businesses. As with establishing any business, it is important to have a clear vision of what you want to achieve, and to plan managed steps to go from laying the groundwork of your company, to getting your brand out there. Reaching out to pillars of community support such as Chesterfield Champions is a fantastic way to share this vision and be inspired by the work of others in the community.”
