Get to know the team here at Rosewood Wealth Management
Independent Financial Advisor
Specialising in Mortgages, Equity Release and Later Life Lending
Change is not our enemy
At Rosewood we elevate environmental and social impacts in our growth strategy. We don’t see a future where a company will not be considering or managing their environmental impact.
Independent Financial Advisor
Specialising in Investments and Pensions
As an expert Independent Financial Advisor specialising in investments and pensions, Donna is committed to helping clients achieve their financial goals. Possessing a can-do, caring attitude, Donna works hard to build professional relationships based on trust and mutual cooperation.
Recognising that taking the first step in your financial planning journey can feel overwhelming, Donna prides herself in guiding clients through each stage of their journey with patience and clarity. With a strong desire to provide frank, straightforward advice, Donna’s ability to clearly communicate throughout the advice process ensures clients can make the most out of their finances.
When not helping clients to achieve their financial objectives, Donna might be found in the cinema or completing a workout. Outside of work, Donna also enjoys socialising with her friends, family and her Bloodhound. Passionate about her local area, Donna may also be found exploring nearby heritage sites or sampling the food of North Derbyshire’s restaurants.
Independent Financial Advisor
Specialising in Mortgages, Equity Release and Later Life Lending
As an Independent Financial Advisor specialising in mortgages, equity release and later life lending, Shannan works closely with clients to offer detailed, personalised advice. Accredited as a Society of Later Life Advisers (SOLLA) advisor, Shannan prides herself on possessing the latest later life lending knowledge and expertise.
Renowned for her friendly disposition and laid-back demeanour, Shannan’s bubbly personality and natural curiosity ensures that your every financial query is answered. Combining a strongly-held belief in doing what is most suitable for her clients with a passion for honest, transparent advice, Shannan thrives on making a positive and meaningful impact on each clients’ journey.
When not busy helping clients to reach their full financial potential, Shannan’s love of the outdoors means that she can often be found exploring the Peak District countryside with her family and her Airedale Terrier, Vinnie. Shannan also enjoys spending time with friends and is a keen theatre enthusiast.
With a passion for delivering the most suitable outcomes for clients, Jenny’s role as an Independent Financial Advisor sees her work hard to understand their long-term and short-term financial aspirations. Specialising in investments and pensions, Jenny’s approachable, professional and friendly demeanour will put you at ease when discussing your financial matters.
Embodying Rosewood’s core values of integrity and consistency, Jenny’s diligent, positive attitude is infectious and informs everything she does on behalf of clients.
Outside of the workplace, Jenny looks forward to spending time with her family and friends. As a dedicated Chesterfield FC fan, Jenny can often be found enjoying the latest match. When Jenny is not on the sidelines of a pitch, you will find her watching shows at the theatre, reading a good book or out on a run.
Focussed on helping clients to achieve their financial goals, Abigail’s tenacious, determined approach to her work as a Mortgage Advisor makes her an invaluable member of the Rosewood team.
Possessing the natural ability to build and maintain relationships with all parties involved in the advice process, Abigail’s approachable demeanour means clients feel relaxed when discussing their mortgage options with Rosewood. Known for her positive attitude and comprehensive knowledge of the industry, Abigail is committed to effectively support clients with their mortgage-related financial queries.In her spare time, Abigail enjoys keeping fit and healthy at the gym. As a family-oriented person, Abigail also looks forward to spending time with her friends, family and tabby cat. Passionate about experiencing new things, Abigail enjoys exploring different parts of the world whilst on holiday, as well as dining at the latest restaurant.
Adopting a diligent, organised approach to ensure the smooth-running of the Rosewood office, Lisa holds a vital position within the company as Office Administrator.
Determined to provide an exceptional experience for clients, Lisa’s advanced interpersonal skills and genuine care for clients make her an ideal addition to Rosewood. From the moment a client begins their journey with Rosewood, Lisa is on-hand to offer her unwavering support. Whatever your personal and financial situation, Lisa’s approachable and understanding demeanour is sure to put you at ease.
In her spare time, Lisa can often be found tending to her garden and spending quality time with her family and friends. As an avid 'Strictly Come Dancing' fan, Lisa enjoys watching her favourite celebrities compete to win the coveted Glitterball trophy.
Helping Rosewood to deliver an exceptional financial advice service, Demi’s position as an Apprentice Business Administrator sees her provide vital support to clients on their journey to maximising their financial potential.
Sharing Rosewood’s core belief in teamwork, Demi’s helpful attitude and calming nature immediately puts clients, stakeholders and colleagues at ease. Always willing to go the extra mile to enhance the client experience, Demi’s positive personality and conscientious approach to work makes her an important addition to the Rosewood team.
Outside of work, Demi enjoys spending time with her family, friends and Labrador. Enthusiastic about live events, Demi looks forward to attending the latest live concert or football match whenever possible. Interested in a number of different artists, previous concerts attended by Demi include Little Mix and Ariana Grande.
Helping Rosewood to drive positive outcomes for clients in her role as an Apprentice Business Administrator, Abi takes pride in supporting clients on their journey to achieving financial stability.
Keen to uphold Rosewood’s high standards, Abi’s impeccable manners and bubbly personality ensures clients have a positive experience when working with Rosewood. Always willing to support clients, colleagues and stakeholders alike, Abi’s active participation in Rosewood’s bustling community makes her an important member of the team.
In her spare time, Abi enjoys spending time with her family and friends. As a lover of music, Abi has attended the live gigs of artists such as the Arctic Monkeys and Pulp as well as up-and-coming indie bands.
