Rosewood wealth management
Empowering you to make sound financial decisions
We are Rosewood wealth management
A client-centric company who specialise in providing independent financial advice.
Financial advice from Rosewood is so much more than simply just financial guidance; it’s a truly unique experience.
By considering your full personal and financial circumstances, Rosewood works with you to build an individualised financial plan to help you achieve your life objectives. We consider the full picture, always aware of how your financial decisions may impact your personal and professional life.
Built on a foundation of honesty, trust, integrity and consistency, we offer specialist support in all areas of the financial services industry. These include mortgage planning, pensions, investments, retirement planning, equity release, wealth building, life transitions, protection, later life lending and so much more.
Rosewood provides in-house specialist advice across key planning areas, accommodating all your requirements under one roof.
With Rosewood’s guidance, you will be equipped with all the tools needed to start building the future you want and the life you deserve.
Why Choose us?
Our aim is simple.
We work with you to build a truly diverse and individualised financial plan exactly the way it works for you.
Our aim is to help ensure your financial arrangements are aligned with your current and future plans.
We provide specialist advice across key planning areas accommodating all your requirements in house, under one roof.
Mortgage Planning
We source a mortgage that works for you and have access to whole of market lenders and products.
Wealth Building & Investment Planning
Based on your unique planning needs we build custom portfolios to help you build your future.
Retirement Planning
Forecast your income and spending needs through tailored advice and cashflow modeling tools.
Later Life Lending
Explore the possibility of releasing equity or accessing mortgages specifically designed for over 50's.
Life Transitions
Plan for life events such as selling your home, starting a family, changing employer or inheriting a family estate.
Protection
You have built your perfect life and it's now time to protect it for the ones you love.
A lifetime mortgage is a loan secured against your home. To understand the features and risks, ask for a personalised illustration. Equity release will reduce the value of your estate and may affect your entitlement to means tested benefits
Your home may be repossessed if you do not keep up the repayments on your mortgage.
When investing your capital is at risk.
Plan your financial future
Simple, transparent advice.
At Rosewood, we apply family values to the way we work. We believe in treating clients fairly and providing simple, transparent advice. For us, it’s about building long-lasting relationships based on trust.
Whatever your financial aspirations, we have the expertise to help you achieve your goals so that you can spend time doing the things that matter to you.
Rosewood Wealth
Plan for your retirement.
Answer a few questions to get your free retirement report.
We’ll help you consider your needs in retirement. Explore the different ways you can pay for it and see how your income can build up over time. Try our retirement planning questionnaire and find out your retirement income in just 5 minutes.
Insights.
Latest news & updates
Moneyworks Summer 2024
A warm welcome to our latest issue of moneyworks and a chance to take stock of the current financial market and address the issues which are affecting you and your money. After a strong start to the year, stock markets are suddenly looking more buoyant…
Moneyworks Spring 2024
A warm welcome to the first issue of this year’s Moneyworks and as the economy begins to show tentative signs of recovery, we take a look at the key financial issues that are likely to impact you and your finances. With interest rates having endured a rollercoaster ride over the past two years…
The Rosewood Review 5
When it comes to keeping up with the latest investment, development and regeneration projects in and around Chesterfield, the Chesterfield Investment Summit 2023 provided the perfect opportunity to reflect on current and upcoming projects. Attended by more than 200 people…
Moneyworks Autumn 2023
A warm welcome to the latest edition of Moneyworks and as the cost-of-living crisis continues to rage, despite a recent dip in inflation levels, we address the impact it is having on not just your wallet but also your mental wellbeing. According to latest research by NerdWallet nearly one in four UK…
Testimonials.
What our clients say about us
We'll help you build your future.
With Rosewood’s guidance, you will be equipped with all the tools needed to start building the future you want and the life you deserve.