About Us

We can change your life

We act differently from other financial advisers: not only do we help you to plan for your future but we work alongside you to make sure you stay on track. We start the process by getting to the heart of what you want, then we use our wealth management expertise to tell you what, in our opinion, you need to do financially to help reach your goals without running out of money as you navigate the various ups and downs as you get older. Once we know what you want to achieve, we use our knowledge to develop solutions which are aimed towards your particular life objectives.

Things that make us who we are
We always:

  • offer constructive, realistic advice
  • strive to optimise our clients’ experience
  • employ highly trained people who are competent in their field
  • seek to build long-term working relationships
  • seek to understand before proposing strategies

Caroline Griffiths

Caroline is the Principal of Rosebank Wealth Management.

Previously an accountant with Ernst & Young, Caroline established the business in 1993.

Caroline’s main interest is holistic financial planning and utilising assets to meet clients’ objectives whilst mitigating tax as far as possible. In particular, she enjoys the challenges of the changing nature of advice from pre-retirement or later life care and passing assets to the next generation tax efficiently.

Caroline is a Chartered Financial Planner, a Fellow of the Personal Financial Society, a member of the Society of Later Life Advisers (SOLLA) and an Associate Member of the Society of Trust and Estate Practitioners (STEP)

Recently Caroline has re-located to the Peak District but maintains an office in Knightsbridge and a base in Berkhamsted, from where she visits clients face-to-face during the week.

Caroline has two children, both working and at university. She enjoys travelling, visiting art galleries and walking. She is a keen gardener and has designed and maintains her own gardens, also keeping a flock of rare breed chickens.



Support Staff

Caroline works alongside accountants, solicitors, technical support and administrative staff to support her business and clients.