Rosewood Wealth Management

"Just had our second annual review with Donna giving us an update due to the investment company we’re in making changes, good simple precise explanations of what was happening and what we needed to do would highly recommend her and her team lovely people."

"Donna has a great understanding of financial markets and the subtleties of investment planning with regards to economic climate. I also deal with Shannan for my business and buy to let mortgages, again excellent understanding of the market with a very high level of attention to detail. A very honest, trustworthy partnership with a professional team of staff to support them. Well done to the whole team!"

"Donna always very pleasant & knowledgeable in her explanations. Always provides a relaxed atmosphere for the annual financial review"

"After speaking with a number of other advisors about my pension Donna helped guide me through the options available and went the extra mile to ensure that the right choices were available for me. At our reviews she explains things in straightforward terms and ensures all my financial needs are met. I would definitely recommend Rosewood to others."

"I was referred to Rosewood by a friend of mine who had been through the mortgage process with them and highly rated them. I have to say I was not disappointed. From the very first phone call with Rosewood, they delivered exceptional service. When we went to the office to go through our application and details, they were warm and welcoming with a professional manner. Shannan did a great job understanding our situation and requirements and found us a great deal on a mortgage. Throughout the rest of the process, they kept us updated on our application and even offered to chase Solicitors for us when they were dragging their heels. I would have no hesitation in recommending anyone to speak to Rosewood and would certainly be going back to them when our fixed term ends."