Excellent service and I'm so glad I let Rosewood start managing my retirement planning 3 years ago. The performance of the pension is better than I expected and the service second to none. Thank You
Fantastic as always! I've been a client of Rosewood since 2019 and they've given me excellent advice on various matters over the years from Buy To Let mortgages to investments. Their service is exceptional, all the staff are polite, friendly, knowledgeable and helpful. Donna and Shannan run a very 'tight ship' - they obviously have efficient systems in place to offer regular and timely appointments, but there's no 'hard sell' - they're keen to fully understand their clients needs and provide the very best they can for each individual's circumstance; in my experience they always go above and beyond.
I couldn't recommend Rosewood Wealth Management more. Not only do they provide great advice and really do know their stuff but they are fantastic communicators. Shannan Pool-Gorman, Donna Robertson and their team really get to know you and your personal financial needs and goals. They send email reminders, call when appropriate and have a fantastic client portal. I have used other financial advisors in the past who have been ok however, the team at Rosewood are a down to earth, approachable, and professional where results count. My pension has seen growth far outperforming the markets. They are also there to offer advice when making big financial decisions. Thank you everyone at Rosewood Wealth Management.
So pleased we made the decision to use Donna and Rosewood after numerous recommendations. We have not regretted the decision and feel in safe hands. Donna explains everything in layman's terms making it easy for us to understand. We feel totally confident. After our first review this month we came off the call feeling elated Thank you to all at Rosewood
Shannon was really helpful, she was thorough, clear in what she was telling us and made sure that we understood all the information she was giving us. Everyone we have met at Rosewood Wealth Management have been very friendly and a pleasure to meet them. Cannot recommend this company highly enough.
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.
Rosewood Wealth Management is located at Fourth Floor, 1, Waterside Place Basin Square, Brimington Rd, Chesterfield S41 7FH, UK
You can contact Rosewood Wealth Management at +44 1246 932300
You can find directions to Rosewood Wealth Management by following this map link