Rotherwood Insurance Consultants

Rotherwood Insurance Consultants is a family-run business, founded by Edward William Cattaneo in 1972. With over 50 years of experience in providing independent financial advice, we pride ourselves on our ability to provide personalized solutions to individuals and families. Our team has continued to grow and evolve over the years, with Richard William Cattaneo joining the business in 1988 and taking over from his father in the late 1990s. In 2017, Guy Cattaneo, the founder's grandson, joined the business, marking the third generation of the Cattaneo family to work for Rotherwood.

Our Services

At Rotherwood, we offer a wide range of services designed to meet the individual needs of our clients. Whether you are looking to plan for your retirement, protect your estate from inheritance tax, or simply need guidance on managing your investments, we are here to help. Our services include:

Pensions

We understand the importance of planning for your retirement. With our expert guidance, you can make the most of your pension and ensure a comfortable retirement. We can help you navigate the complex world of pensions, ensure your retirement income is sustainable, and provide peace of mind for the future.

Investments

Investing in anything without industry knowledge or adequate research can be a risky process. Our team of experts will work closely with you to understand your investment goals, risk tolerance, and financial situation, providing personalized investment recommendations to help you achieve your financial objectives.

Insurance

With so many insurance products available, it can be overwhelming to select the correct type of protection for your needs. Our experts will help you identify the insurance solutions that best fit your situation, ensuring you are properly protected against unexpected events.

Tax Planning

At Rotherwood, we believe that tax planning is a crucial aspect of financial planning. Our team will work with you to identify opportunities to minimize your tax liability, ensuring you keep more of your hard-earned money.

Inheritance Tax Planning

We understand the importance of protecting your estate from inheritance tax. Our expert advice will help you minimize the tax implications of passing on your assets to future generations, ensuring your legacy is preserved.

Meet the Team

At Rotherwood, we pride ourselves on our team's commitment to delivering exceptional service and expert advice. Meet our team members:

• Guy Cattaneo, Chartered Financial Planner and Fellow of the Personal Finance Society
• Richard Cattaneo, a 40-year veteran in the financial services industry
• Edward Cattaneo, the founder of Rotherwood

Why Use an Independent Financial Adviser?

Using an independent financial adviser can provide you with truly impartial advice. This means we are free to select the best financial products for your needs, from the whole market, and we are NOT tied or obligated to any specific provider.

Conclusion

At Rotherwood Insurance Consultants, we are committed to delivering expert financial advice and personalized solutions to our clients. With over 50 years of experience in the industry, we pride ourselves on our ability to provide tailored guidance, ensuring our clients' financial goals are met. Contact us today to discuss your financial future and how we can help you achieve your goals.