About Rosewood Wealth Management

Satisfaction for us comes in making sure you are informed and looked after.
We aim to provide a complete and bespoke range of services to each client in order to cover all financial bases and take away the unnecessary pressure of having your financial matters in more than one place. Ultimately, we want to get to know you, we want to understand what you need and how we can help you make the most out of your money. In return, we want you to get to know us and - more importantly - trust us. Every relationship is built upon trust and mutual understanding, and we believe that our relationship with you, the client, should be no different.
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Savings:
  • Lump sum
  • Regular savings

  • Business:
  • Group pensions
  • Group protection

  • Mortgages:
  • Mortgage protection
  • Buy my next home
  • First time buyers
  • Buy to let
  • Remortgage
  • Equity release
  • Right to buy
  • Self employed
  • Flexible

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