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Rossiter Wealth Management Ltd was set up to help people make the most of their financial plans and to deliver advice in a clear and transparent way.
I have worked in financial services my whole career and with 17 years’ experience providing advice to clients. I believe that long and lasting relationships with clients should always be based on honesty, trust and transparency.
Before becoming an independent adviser, I spent many years working as a Private Banker looking after high net worth individuals for a large UK bank. I am dedicated to remaining impartial and fully independent, to provide the very best service to my clients but also offer choice and access to every financial solution, providing you with a comprehensive and fair analysis of the relevant market.
For me, financial planning is about much more than finding the best investment returns. It’s about feeling in control of your wealth and what it enables you to do.
We believe that having money shouldn’t be a goal. It’s what that money does for you that is important. It enables you to have the lifestyle you want, to provide for your family and to have meaningful experiences.
Our experienced team of independent financial advisers can help with a comprehensive list of services including the following:
Discretionary Portfolio Management
Bespoke Investment Advice
Pension & Retirement Planning
Inheritance Tax Planning*
Private Individual & Commercial Protection
Trustee & Charity Investment Management
Power of Attorney & Court of Protection Investment Management
*The Financial Conduct Authority does not regulate inheritance tax planning.
Rossiter Wealth Management Ltd is an Appointed Representative of Vision Independent Financial Planning Ltd which is Authorised and Regulated by the Financial Conduct Authority (FCA). Firm Reference Number: 487395. This can be verified by visiting The Financial Services Register.
Rossiter Wealth Management Ltd. Registered office: 3 Pound Farm Close, Bridgwater, TA6 7LA
Registered in England and Wales. Company number: 11763681
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