Rosewood Wealth Management
388 Brimington Road, Derbyshire, United Kingdom
About Rosewood Wealth Management
Welcome to Rosewood Wealth Management, your trusted financial partner in the heart of Chesterfield, United Kingdom. Situated at the address of 388 Brimington Rd, we are a premier establishment in the financial industry, offering comprehensive wealth management services.
At Rosewood Wealth Management, we understand that everyone's financial situation is unique. As such, we take the time to get to know our clients and their financial goals, so that we can create personalized plans tailored to their specific needs. Our team of expert financial advisors offers bespoke financial planning, investment management, and retirement planning services designed to help our clients achieve financial security and success.
Our commitment to our clients is evident in everything that we do. From the moment you walk through our doors, you will be greeted by a friendly and knowledgeable team that is dedicated to exceptional service. We pride ourselves on delivering unbiased financial advice and using innovative strategies to help you navigate today's complex financial landscape.
As a point of interest in the local community, we strive to make a positive impact on the lives of our clients and the wider community. Whether it's through our charitable giving programs or our support of local businesses and events, we are dedicated to making our corner of the world a better place.
We invite you to explore our website and learn more about the range of financial services we offer. Contact us today to schedule a consultation and take the first step towards achieving your financial goals with Rosewood Wealth Management.
Photos of Rosewood Wealth Management
388 Brimington Rd, Chesterfield S41 0TF, United Kingdom
Opening hours of Rosewood Wealth Management
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of 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."
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