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
- 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
Meet the team
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 to later life care and passing assets to the next generation tax efficiently.
Caroline is a Chartered Financial Planner, a Fellow of the Personal Finance Society, a member of the Society of Later Life Advisers (SOLLA) and an Associate Member of the Society of Trust and Estate Practitioners (STEP).
Caroline has two children, now at University. She enjoys travelling, visiting art galleries and walking. She is a keen gardener and has designed and maintains the gardens at Rosebank, also keeping a flock of rare breed chickens. LinkedIn
Noemi has been working in Financial Services since 2006 and now that her two young daughters are at school, she is forging ahead in her career. Noemi specialises in helping people to achieve their financial goals and objectives, creating effective strategies to look at an overall financial plan.
Outside the office, Noemi is kept busy with her young family and enjoys travelling.
Anindita is our technical specialist, supporting Caroline and the Advisers in the creation of financial plans and recommendations for clients.
Anindita is married and has a teenage daughter, and enjoys gardening and reading in her spare time.
Client Relationship Manager
Hannah has been in the Financial Services profession for almost nine years. She left Skipton Building Society, where she was Branch Manager, to join Rosebank Wealth Management. Hannah’s role is to work closely with clients and third parties, to ensure that all clients have a positive experience with the practice.
Outside work, she enjoys spending time with her son, family and friends, and likes travelling.
Ayse joined Rosebank Wealth Management, having relocated to Hertfordshire from Wales. With three years’ experience in the Financial Services Industry, Ayse is working hard towards becoming a Paraplanner, with ambitions to earn her Diploma.
Outside of work, Ayse enjoys exploring the beautiful Hertfordshire countryside with her husband and dog, as well as venturing into London to find new and exciting restaurants and nightlife.
Clara has a wealth of Financial administration experience. Originally from South Africa, Clara joined the team at Rosebank in 2019. She provides support to the Advisers and Paraplanners and handles all the day-to-day Financial Services administrative tasks.
Away from the office, Clara enjoys spending time with her family and friends, walking in the countryside and visiting places of interest in the UK.