How We Can Help
Our mission is simple.
We want to empower you to make sound financial decisions driven by unbiased advice tailored to your specific goals and objectives.
Whether you’re looking to secure a mortgage for your first home, release some equity from your existing property, or prepare for your retirement, Rosewood is here to help.
Why Choose us
What makes Rosewood different?
At Rosewood, we are passionate about helping clients to reach their full potential and achieve their financial objectives. Focussing on the specific needs of clients, our financial planners tailor their expertise in specialist areas to offer individualised advice.
As a company operating within the financial services industry, Rosewood understands that trusting someone to give you advice on your finances is an important decision. With client-satisfaction in mind, our friendly advisors are driven at your pace as they guide you through the entire advice process.
Independent financial advice
When seeking independent financial advice from Rosewood, you are signing up for a lifetime of support that considers your current and future aspirations. We genuinely care about positively impacting the lives of clients and believe in providing comprehensive support founded on mutual understanding.
Rosewood is not just your standard independent financial advice firm; we believe in investing in our clients, supporting our Chesterfield community and looking after our environment.
We’ll help you build your future
No matter what stage of life you are at, Rosewood offers full financial planning advice to support you with mortgage, retirement and wealth planning. Our aim is to ensure your financial arrangements are aligned with your current and future plans. Conscious of life’s unpredictability, we want our advice to complement your life and grow with you as your circumstances change over the years.
Ready to secure your future?
Contact Rosewood today
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.
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.