Rose Associates Financial Planning Ltd

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.