Rossiter Wealth Management Ltd.

Independent Financial Adviser  3 Pound Farm Close, Bridgwater, TA6 7LA
First meeting at adviser's own cost
My financial advice is never delivered using baffling, technical jargon. Instead, financial planning should always be delivered in a straightforward, clear, and understandable way, enabling the client to make an informed choice with absolutely no pressure
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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SIPPs
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Stakeholder
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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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Offshore investments
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Socially responsible investments
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Traded endowment policies
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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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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
Response rating
9.5/10
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FCA authorised
Last authorised 19th October 2020
Meet our advisers
Stuart Rossiter
About us

Thank you for taking the time to view my profile.

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.

Our services

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.

Where to find us
Head office address: 3 Pound Farm Close, Bridgwater, TA6 7LA
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
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
Compliance

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

Response rating
9.5/10
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FCA authorised
Last authorised 19th October 2020

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