Rose Financial Services

Rose Financial Services is a trusted financial planning firm dedicated to helping individuals and families achieve their financial goals. Established by a team of experienced financial professionals, we provide a comprehensive range of services designed to empower our clients and navigate the complexities of the financial landscape.

Our Vision

Our vision is to empower individuals to take control of their financial destinies by providing them with the tools, knowledge, and strategies they need to make informed financial decisions. We believe in a collaborative approach to wealth management, working alongside our clients every step of the way to create a tailored plan that aligns with their individual aspirations and circumstances.

1. Financial Planning

This comprehensive process involves identifying your financial goals, assessing your current financial situation, and developing a tailored plan to achieve your financial aspirations. We consider various aspects of your financial life, including investments, savings, mortgages, pensions, taxation, and insurance.

2. Mortgages

We provide guidance on navigating the different mortgage options available to you, whether you are a first-time buyer, looking to remortgage, or require additional financing. We can also help you explore various types of mortgages such as variable rate, fixed rate, offset, and secured options.

3. Pensions

We offer guidance on understanding and maximizing your retirement savings, including contributions to both defined benefit and defined contribution plans. We can also review your current arrangements and provide recommendations to optimize your fund selection and contributions.

4. Wealth Management

Preserving and protecting your wealth is crucial. We can assist you in creating a robust investment portfolio, implementing succession planning strategies, and establishing trusts to ensure your assets are protected for future generations.

5. Taxation

Our experienced team can guide you through the complexities of taxation, ensuring you are taking advantage of available reliefs and maximizing your tax efficiency.

6. Savings & Investments

We can help you create a personalized savings and investment plan that aligns with your financial goals and risk tolerance. We can explore various options including individual savings accounts, unit trusts, and a diverse range of investment products.

7. Protection & Insurance

We provide guidance on various types of insurance coverage, such as life insurance, critical illness insurance, and health insurance, to ensure you are adequately protected against unforeseen circumstances.