Rosewood Financial Planning
Rosewood Financial Planning is a financial services company based in Westcliff-on-Sea, England. They offer expert financial advice and planning services to individuals and businesses alike. With a team of experienced financial consultants, Rosewood Financial Planning is committed to helping their clients achieve their financial goals and secure their financial future.
Introduction to Rosewood Financial Planning
Rosewood Financial Planning is a financial services company based in Westcliff-on-Sea, England. The company was founded with the purpose of providing clients with personalized and comprehensive financial planning services. What sets Rosewood Financial Planning apart from other financial consultants is their team's extensive experience in the industry and their commitment to building strong, long-lasting relationships with their clients.Services & Products
Rosewood Financial Planning offers a range of services to their clients, including retirement planning, investment management, tax planning, and estate planning. They work closely with each client to develop a customized financial plan based on their unique goals and needs. Additionally, they provide ongoing support and advice to help clients navigate any changes in their financial situation.Location
Located in the heart of Westcliff-on-Sea, Rosewood Financial Planning is surrounded by a variety of shops, restaurants, and other businesses. The area is known for its vibrant and welcoming community, and visitors can expect to experience a warm and friendly atmosphere. The company is easily accessible by public transportation, with the Westcliff-on-Sea train station just a short walk away. Other nearby options include the Southend Victoria and Prittlewell train stations.Benefits
Clients who choose Rosewood Financial Planning can expect to receive personalized service and expert advice from a team of experienced financial consultants. The company is committed to building strong relationships with their clients, and they work tirelessly to help them achieve their financial goals. Additionally, their comprehensive range of services means that clients can get all of their financial planning needs met in one place.Good to know
One thing to note about Rosewood Financial Planning is that they are only able to work with clients who have a minimum of £250,000 in investable assets. This allows them to provide the highest level of service and support to their clients.Reviews
Customers consistently praise Rosewood Financial Planning for their professionalism, expertise, and personalized approach to financial planning. Many note that the team goes above and beyond to help them achieve their financial goals, and they appreciate the strong relationships that they have built with their consultants. Overall, clients feel confident entrusting their financial futures to Rosewood Financial Planning.Amenities
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computer -
wi-fi
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meeting room
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coffee maker
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reception desk
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parking
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wheelchair accessible
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financial advice
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investment advice
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tax planning
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insurance services
FAQ
What types of financial services do you offer?
We offer a wide range of financial services including investment advice, retirement planning, tax planning, estate planning, and insurance planning. Our goal is to help our clients achieve their financial objectives and secure their financial future.What experience do your financial consultants have?
Our financial consultants have years of experience in the financial industry and hold various certifications such as Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). They also undergo regular training and education to stay up-to-date with the latest trends and regulations in the financial field.How do you charge for your services?
We charge our clients on a fee-only basis. This means that we do not receive any commissions or kickbacks from financial products or services that we recommend. Our fees are transparent and based on the complexity of the services provided.Can you provide references or case studies of your past clients?
Yes, we can provide references and case studies upon request. We have helped numerous clients achieve their financial goals and secure their financial future. We take pride in our work and are happy to share our success stories with potential clients.How will you tailor your services to meet my specific financial goals and needs?
We understand that every client has unique financial goals and needs. That's why we take a personalized approach to financial planning. We will work with you to understand your goals, risk tolerance, and financial situation. Based on that information, we will create a customized financial plan that meets your specific needs. We will also provide ongoing advice and support to ensure that you stay on track to achieve your goals.Reviews
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Trudi Crawley
I have valued the help and support over a the last few years. I have benefitted from sound advice and feel more secure for the future. Highly recommend Rosewood services.
08-05-2023
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Adrian Hughes
Positive: Professionalism, Value
29-05-2022
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John Anthony Hobbs
Positive: Professionalism, Quality, Responsiveness, Value
29-05-2022
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Kim Wells
Positive: Professionalism, Quality, Responsiveness, Value
29-05-2021
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Joanne Salmon
Charlotte provided me with some great advice regarding pension planning, savings, tracking tax as a sole trader as well as general budgeting advice. Charlotte's advice is clear and in lay terms so you do actually understand the advice that is given. I would highly recommend Charlotte's services.
29-05-2020
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Beckie Grout
Professional, knowledgeable and most importantly patient! I would definitely recommend.
29-05-2020
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emma smith
Charlotte at Rosewood provided me with some guidance in relation to my various pensions, of which I have very little understanding. Charlotte put me at ease, simplified the terms and gave me an unbiased view of my situation. I'll definitely be using Rosewood for financial advice in the future and would highly recommend.
29-05-2020
