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About Rosewood Wealth Management

Rosewood is about values. We believe in honesty, transparency, integrity, and consistency. We are two professional women, managing our work and family lives, having both spent entire careers in the Financial Services sector. In fact, we even met through our work in Finance. We quickly found that we had more in common than our taste in TV and our love of dogs, we shared a concern that the Financial Services industry had become impersonal and hollow. In our industry it is now all too common that tailored, personal financial advice has been replaced by cut-and-paste, narrow-minded pointers meant mainly to advance the interests of the advisor rather than to secure the financial future of the client. We believed that Financial Planning needed to be brought back to basics, and so together as business partners and friends, we founded Rosewood upon the fundamental principles of personal, intimate support and frank, honest advice tailored to the needs of the client. 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. Satisfaction for us comes in making sure you are informed and looked after. From helping you to buy your first home, to putting money into the business you have always dreamt of, to helping 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.

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