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Financial Planners

Rose Financial Services Ltd

Rose Financial Services Ltd is a financial services company based in London, England. They specialize in providing financial planning services to their clients. With a team of experienced professionals, Rose Financial Services Ltd is dedicated to helping their clients achieve their financial goals.

Introduction to Rose Financial Services Ltd

Rose Financial Services Ltd is a financial planning company based in London, England. The company was established with the goal of providing comprehensive financial services to clients. The team at Rose Financial Services Ltd has a wealth of knowledge and experience in the financial industry and they use this expertise to help clients achieve their financial goals. What makes this company unique is its personalized approach to financial planning. The team takes the time to understand each client's unique financial situation and creates a customized financial plan to meet their needs.

Services & Products

Rose Financial Services Ltd offers a range of financial planning services to clients. These services include retirement planning, investment management, estate planning, tax planning, and insurance planning. The company also offers financial education and counseling to help clients make informed financial decisions. Clients can expect to receive comprehensive financial planning services that are tailored to their individual needs.

Location

Rose Financial Services Ltd is located on Honor Oak Road in London. The area is known for its vibrant community and diverse range of businesses. Clients can expect to find a variety of shops, restaurants, and cafes in the area. The closest public transportation options are the Honor Oak Park Overground Station (0.2 miles), the Forest Hill Overground Station (0.6 miles), and the Crofton Park Overground Station (0.7 miles).

Benefits

Clients should choose Rose Financial Services Ltd because the team provides personalized financial planning services. The team takes the time to understand each client's unique financial situation and creates a customized financial plan to meet their needs. Clients can also expect to receive ongoing support and advice from the team to help them achieve their financial goals.

Good to Know

Clients should be aware that Rose Financial Services Ltd is a fee-only financial planning company. This means that the company does not earn commissions on any financial products or services they recommend. This allows the team to provide unbiased financial advice to clients.

Reviews

Customers have praised Rose Financial Services Ltd for their personalized approach to financial planning. Clients appreciate the team's attention to detail and their ability to create customized financial plans that meet their needs. Customers also appreciate the ongoing support and advice they receive from the team. Overall, customers recommend Rose Financial Services Ltd for anyone looking for comprehensive financial planning services.

Amenities

  • amenity
    financial planning
  • amenity
    investment advice
  • amenity
    retirement planning
  • amenity
    tax planning
  • amenity
    insurance coverage
  • amenity
    wealth management

FAQ

What types of financial planning services do you offer?

We offer a range of financial planning services, including retirement planning, investment planning, tax planning, estate planning, and more. Our goal is to provide customized plans that meet the unique needs and goals of each client.

How do you customize financial plans to fit individual clients?

We take the time to get to know each client and their financial situation, goals, and concerns. By understanding these factors, we can create a personalized plan that addresses their specific needs and helps them achieve their financial objectives.

What are your fees and how are they structured?

Our fees are based on the services provided and the complexity of each client's financial situation. We offer transparent pricing and will always provide a detailed breakdown of our fees before any work is done. We do not charge commissions or receive compensation from third parties.

What professional qualifications do your financial planners have?

Our financial planners are highly qualified and hold various certifications, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Public Accountant (CPA). We also require ongoing education to ensure our team stays up-to-date with the latest financial planning strategies and regulations.

Can you provide references or testimonials from satisfied clients?

Yes, we are happy to provide references or testimonials from our satisfied clients upon request. We are proud of the relationships we have built with our clients over the years and strive to provide exceptional service and support.