Rosewood Financial Planning
Company

Rosewood Financial Planning

Financial Services 26 Shanklin Dive 3 employees
Employees
3

Rosewood Financial Planning Overview

Headquarters
26 Shanklin Dive
Industry
Financial Services
Employees
3
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Rosewood Financial Planning

Independent, Chartered financial advice that’s refreshingly down-to-Earth. Different stages of life come with different financial priorities. We are here to make sure you get the right kind of financial advise that suits your current situation. We always start with a free, no-obligation meeting (physical or virtual) over a coffee, in which we will discuss your personal circumstances, your finances, and your future plans. Rosewood Financial Planning Limited is an appointed representative of The On-Line Partnership Limited which is authorised and regulated by the Financial Conduct Authority. Registered Office: 26 Shanklin Dive, Westcliff-On-Sea, Essex, SS0 9XU. Registered in England & Wales under 12233220. A pension is a long term investment. The fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation. Taxation advice is not regulated by the Financial Conduct Authority. Approved by In Partnership FRN 192638 July 2024

Rosewood Financial Planning Contact Details

People in AeroLeads
2

Rosewood Financial Planning Org Chart

Sample employees and titles
Name Title Contact
Charlotte Wood Apfs Director, Chartered Financial Planner at Rosewood Financial Planning
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Mary Green Dippfs Independent Financial Adviser - Cii, Diploma in Financial Planning and Investment Consultant (crp/cip) People Centred - Values Driven - Financial
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