Rosewood Financial Planning

Independent Financial Adviser 26 Shanklin Drive, Essex, Westcliff-On-Sea, SS0 9XU
First meeting at adviser's own cost
Response rating
9.0 /10
FCA verified
2nd December 2019
Independent, Chartered financial planning that's refreshingly down to earth. Specialist in retirement and strategic tax planning.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • SIPPs
    • Stakeholder
    • Wealth management
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • Investment trusts
    • OEICs
    • Offshore investments
    • Unit trusts
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Small business
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
Charlotte Wood Dip PFS
Chartered Financial Planner
Chartered Financial Planner
What our clients say
Charlotte was very approachable & patient & knowledgeable. She put me at ease & followed up very efficiently on any outstanding queries to be resolved. I was Widowed in January 2014, suddenly & unexpectedly & required urgent help with sorting out my late husbands Life Policy & subsequent review of my financial situation. All resolved very efficiently & with great empathy for my personal circumstances.
Kim, London
I have dealt with Charlotte for many years, not only is she very knowledgeable, I feel she has always given me great advice and she always puts the Client first, she is an absolute pleasure to deal with.
Dennis, London
Charlotte has been advising me on my finances since 2011. I have always found her extremely professional, very easy to speak to and meet with, very attentive and flexible to my personal requirements. I would not hesitate in recommending her to friends and colleagues.
Jo, London
After looking for a good Financial Advisor, Charlotte was recommended by a colleague. I must say how happy I am with the service provided, honest and straightforward advice on money matters. Cannot recommend highly enough
Scott, London
Where to find us

26 Shanklin Drive, Essex, Westcliff-On-Sea, SS0 9XU

Make an enquiry
About us

I am an Independent Chartered Financial Planner, widely recognised as the gold standard of Financial Advice, providing both expertise and trust.

This, together with over a decade of experience in the Financial Advice profession, ensures that my advice will be reliable, current, and completely bespoke to you.

Local to Essex and London, I particularly pride myself on my refreshingly open and honest approach. I take the time to listen to your life goals and then build a strategy to help you achieve them.

Our services

I am a specialist ‘at retirement’ planner, steering my clients in the right direction to maximising their financial position in the lead up to retirement and beyond.

Alongside this, I also provide comprehensive advice on a wide range of financial subjects, including investments, tax planning, inheritance tax, and personal and business protection.

Advice methods
  • phoneButton
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

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