Rosewood Wealth Management

Independent Financial Adviser  388 Brimington Road, Chesterfield, Derbyshire, S41 0TF
First meeting at adviser's own cost
Satisfaction for us comes in making sure you are informed and looked after.
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 review
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Buy my next home
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Buy to let
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Buying first home
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Equity release
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Flexible mortgages
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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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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Socially responsible investments
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Lump sum
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Regular savings
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Accident & sickness
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Critical illness
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Income protection insurance
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Life insurance
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Group Pension/Stakeholder
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Group Protection/Life Insurance
Response rating
9.0/10
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FCA authorised
Last authorised 14th June 2021
Meet our advisers
MRS Donna Robertson

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 the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

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

MRS Shannan Pool-Gorman
Independent Financial Adviser

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 the mortgage process and the principles of equity release.

About us

We aim to provide a complete and bespoke range of services to each client in order to cover all financial bases and take away the unnecessary pressure of having your financial matters in more than one place. Ultimately, we want to get to know you, we want to understand what you need and how we can help you make the most out of your money. In return, we want you to get to know us and - more importantly - trust us. Every relationship is built upon trust and mutual understanding, and we believe that our relationship with you, the client, should be no different.

Our services

We can help you to buy your first home, to putt money into the business you have always dreamt of, to help you plan your retirement. Rosewood will be there for you with services tailored to suit every step of your journey. These services include investments, pensions, protection - including business protection and general insurance - mortgages, and equity release.

Where to find us
Head office address: 388 Brimington Road, Chesterfield, Derbyshire, S41 0TF
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
9.0/10
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FCA authorised
Last authorised 14th June 2021

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