LenRose Wealth Management

Independent Financial Adviser Woodland Place, Hurricane Way, Wickford, SS11 8YB
First meeting at adviser's own cost
Response rating
FCA verified
10th June 2019
We provide professional independent financial planning advice for personal and business clients. We cover Protection, Retirement Planning, Investments and Mortgages.
We can advise you on
    • Bad credit
    • Buy to let
    • Commercial for individuals
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Home reversion
    • Overseas
    • Remortgage
    • Residential
    • Right to buy
    • Self build
    • Self employed
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Accident & sickness
    • Buildings and contents
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Wealth management
    • Long term care
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
Meet our advisers
Jonathan Hales DipPFS
Independent Financial Adviser
Where to find us

Woodland Place, Hurricane Way, Wickford, SS11 8YB

Make an enquiry
About us

LenRose Wealth Management is a trading style of Active Financial Partners Ltd who are a national firm of Independent Financial Advisers covering all aspects of financial planning specialising in wealth management for pensions, investments, inheritance tax planning and trusts. We offer whole of market advice and free initial consultations to discuss your financial planning needs. Please contact Jonathan Hales for further information either by phone / or email -

Our services

The Financial Planning process is a comprehensive look at what your goals are and how you can achieve them. One area we are particularly proud of is our client proposition for wealth management clients. We can provide proactive management of your personal pensions and investments with quarterly reviews, maximising gains and minimising losses. Are you getting the best return you can on your investments? Inherited some money and need guidance? Have a deferred pension that needs a review? Whatever your financial planning concerns we are here to help.

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

LenRose Wealth Management is a trading style of Active Financial Partners who are authorised and regulated by the Financial Conduct Authority. Our FCA number is 301860

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