Rosewood Financial Planning

Independent Financial Adviser  26 Shanklin Drive, Westcliff on sea, Essex, SS0 9XU
First meeting at adviser's own cost
Independent, Chartered financial planning that's refreshingly down to earth. Specialist in retirement and strategic tax planning.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
Response rating
8.2/10
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FCA authorised
Last authorised 6th July 2020
Meet our advisers
Charlotte Wood Dip PFS
Chartered Financial Planner

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This examination assesses the candidate to develop in depth financial planning skills related to business.

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

At the end of this unit, candidates should be able to demonstrate an understanding of: the main legal forms of business and how they are set up and managed; the consequences of bankruptcy or insolvency; business accounts and financial controls; the taxation of each type of business entity, its owners and employees; the main legal responsibilities businesses have to employees, suppliers and customers.

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

This exam accesses understanding of the financial services industry including regulation and legislation.

This qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits

Accreditations
Chartered Financial Planner
What our clients say
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
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 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
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
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.

Where to find us
Head office address: 26 Shanklin Drive, Essex, Westcliff-On-Sea, SS0 9XU
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
8.2/10
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FCA authorised
Last authorised 6th July 2020

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