Looking For Investment Advice?
Whether you already have an investment portfolio, or are just beginning to build your wealth, investment planning from Rosewood Wealth Management could help your money go further.
Investment planning
As life takes you in different, unpredictable directions, it is important to feel financially secure and prepared for unexpected financial curveballs. Taking an individualised approach to financial advice, Rosewood’s investment experts could find effective ways to build or diversify your wealth portfolio.
Long term saving & investment options
After your Rosewood advisor assesses your current financial situation and takes into account your future personal and financial objectives, we can create a long-term plan to accommodate the most suitable savings and investment options for you.
Tailored investment portfolios
Based on the results of your risk assessment, we will create a tailored investment portfolio to align with your lifestyle and ethics such as environmental, social and governance (ESG) funds. Whatever your situation, Rosewood Wealth Management will ensure that your portfolio is cost-effective, well-balanced and diversified.
Ready to invest in building your future?
Contact Rosewood today.
When investing your capital is at risk.
Investments do not include the same security of capital which is afforded with a deposit account.
F.A.Q.s
Frequently asked questions
Are you making the most of your ISA allowances?
ISA’s allow you to save up to £20,000 a year in cash, stocks and shares, or a mixture of the two. When you withdraw money from your ISA, any interest and growth is free from income tax and capital gains tax.
If you are considering your ISA options, our savings and investment experts can assess your personal and financial circumstances to offer tailored savings advice. By reviewing any existing ISAs and savings accounts, we can advise whether transferring some or all of your ISA balances to a more competitive deal would be beneficial for you.
How should I invest my money?
At Rosewood, we understand that deciding how to invest your money can be a very daunting prospect. With so many different savings and investment products available, it can be difficult to navigate the market alone. By contacting Rosewood, you are gaining the full support of a specialist team of financial experts who will guide you through your savings and investment options. After assessing your risk appetite, we can combine this with your ethical beliefs and financial objectives to recommend personalised investment opportunities.
When it comes to maximising your finances, Rosewood can talk you through your investment options to create a comprehensive plan which maps out how you could achieve your long-term financial goals.
Plan for your financial future now
Taking an individualised approach to financial advice, Rosewood’s investment experts can find effective ways to build or diversify your wealth portfolio.