At Rose Associates Financial Planning, Partner Practice of St. James's Place Wealth Management, we specialise in meeting the financial needs of both individuals and businesses.
We pride ourselves on building solid and long-lasting relationships with our clients, which allows us to provide a highly personalised service tailored to their individual goals and objectives.
We aim to identify your financial priorities and objectives and then develop a strategy around this to meet your individual needs. Our team can offer specialist advice on a wide range of areas, including:
• Preserving and building wealth for you and your family
• Planning for a successful retirement
• Protecting you and your estate
• Workplace financial education for employees
• Corporate services
Full details of the services we provide are detailed on our website, and we would welcome the opportunity to talk to you regarding your financial circumstances.
If you would like to organise a no-obligation financial review, please do not hesitate to contact us or complete an enquiry form via our website.
Rose Associates Financial Planning is a trading name of Rose Associates Financial Planning Limited.
St. James's Place Wealth Management is an FTSE 100 company.
Rose Associates Financial Planning is an Appointed Representative of and represents only St. James's Place Wealth Management plc (authorised and regulated by the Financial Conduct Authority. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Company Details
- Employees
- 10
- Founded
- -
- Address
- Rose Associates Financial Planning, 13/15 Leighcliff Building,united Kingdom
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- roseassociatesfp.co.uk
- Keywords
- Investment Planning, Retirement Planning, Income Protection, Mortgages, Wealth Management, High Net Worth Individuals, Essex, London, Portfolio Management, Insurance, Employee benefits, Health Insurance, Lfe Assurance, Life Insurance, Annuities, Trust Planning, Estate Planning.
- HQ
- Leigh-On-Sea, Essex, United Kingdom
- Competitors
- Moss and Company - Financial Planning Consultants, Best Financial Advisor, St. James’s Place, Civitas Technology, Accolade Properties, Sanative Recovery and Wellness, Mitchell Wealth Management, Integrity Tax Consulting, Rose Financial Associates, Consumer Directed Personal Assistance Association of New York State.
Rose Associates Financial Planning Ltd Questions
Rose Associates Financial Planning Ltd's website is roseassociatesfp.co.uk
Rose Associates Financial Planning Ltd's LinkedIn profile is https://uk.linkedin.com/company/roseassociates
Rose Associates Financial Planning Ltd has
10 employees.
View email and phone details for 10
employees at Rose Associates Financial Planning Ltd.
Rose Associates Financial Planning Ltd's industry is
Investment Management
Rose Associates Financial Planning Ltd's top competitors are
Moss And Company - Financial Planning Consultants,
Best Financial Advisor,
St. James’s Place,
Civitas Technology,
Accolade Properties,
Sanative Recovery And Wellness,
Mitchell Wealth Management,
Integrity Tax Consulting,
Rose Financial Associates,
Consumer Directed Personal Assistance Association Of New York State.
Rose Associates Financial Planning Ltd's categories are Investment Management
Rose Associates Financial Planning Ltd's founding year is 2017
