Find an Independent or Restricted Financial Adviser

I provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most.

Professional Adviser Awards - Winners 2023 & 2022 NatWest Local Hero Mortgage Awards 2019 - Best Firm, Scotland Finance Awards 2018 - Independent Financial Advisors of the Year - Scotland

We’re a team of independent financial planners based across the South West. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.

At Roseview Wealth Management, we pride ourselves on building strong relationships to help provide the best possible results for you.

In a world where it feels you must do everything yourself; my goal is to ensure that quality, personal financial planning is accessible to you. Helping you simplify complex decisions around what matters to you most, to deliver the future you desire.

Independent, Chartered financial planning firm and Pension Transfer Gold Standard accredited. We provide a local service offering appointments face-to-face or over the phone, to suit you. We're here to support you.

Building solid foundations for a secure financial future

A good financial plan isn’t about products, it’s about results. I help you make confident decisions with clear, straightforward advice built around your goals.

Guiding your wealth through changing waters

Through independent & objective analysis covering the whole of market we strive to create financial plans that deliver best in class solutions. Professional, considered & diligent advice with a strong emphasis delivering exceptional customer service.