Coming from an accountancy background, when I first offered financial planning advice over 25 years ago, my philosophy of in-depth, tax-driven advice within a long-term working relationship with my clients was perhaps not considered the norm.
Nowadays, with so much “freedom” and personal responsibility for our own financial futures, comprehensive financial advice from experienced, well-qualified professional advisers is more important than ever before.
My business, Rosebank Wealth Management, offers assistance in developing your objectives, a full analysis of your current position and a frank opinion about whether your goals are achievable – and about risks and potential problems along the way. We help you to get from A to B with a holistic, caring and supportive approach. You may just require us to look at a particular area in isolation, such as a pensions audit or transfer, or a review of your ISA portfolio. We’re happy to do that too.
I hope you find our website interesting and reassuring, but it’s no substitute for meeting us and having a chat over a coffee. I hope we have the pleasure of meeting you soon.
Chartered Financial Planner
Fellow of the Personal Finance Society
Member of the Society of Later Life Advisers (SOLLA)
Associate Member of the Society of Trust and Estate Practitioners (STEP)
The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount you invested.
We believe it’s all about you. We help you to understand the financial secrets of the wealthy, and work with you to devise a plan, which is regularly reviewed, for turning your dreams into reality. We cover areas such as Lifestyle Financial Planning for Young Professionals, Comprehensive Financial Planning, Lifestyle Financial Planning for the Retired and Later Life Planning.
Paying for care can be costly, complex and emotional. We bring experience (a lot of it), simple solutions, and a high level of support. If you are anticipating paying for care it is more important than ever to make sure that you take advice by discussing your circumstances with an expert who understands the issue in its entirety.
We have a dedicated team of specialists with years of experience in financial planning services. Rosebank Wealth Management is a Principal Partner Practice (Principal: Caroline Griffiths) of the St. James’s Place Partnership.