Empowering Your Future, One Financial Decision at a Time.
Rose Financial Services is a leading provider of financial advice and planning, dedicated to helping individuals and businesses achieve their financial goals. Our team of experienced and qualified financial advisers is committed to delivering a personalized and professional service, tailored to meet the unique needs and circumstances of each client.
Our Services
At Rose Financial Services, we offer a comprehensive range of financial services, designed to provide our clients with the guidance and support they need to achieve financial stability and security. Our services include financial planning, mortgage advice, pension planning, wealth management, taxation advice, savings and investments, life assurance, health insurance, general insurance, and equity release.
Financial Planning
Our financial planning service is designed to help you make informed decisions about your financial future. We will work with you to identify your financial goals and objectives, and develop a personalized plan to achieve them. Whether you are looking to save for a specific goal, such as a deposit on a house or a retirement income, or simply want to ensure that you are making the most of your finances, our financial planning service can help.
Mortgages
Whether you are a first-time buyer, looking to re-mortgage your home, or increase your investment portfolio, our mortgage advice service can help. We offer a wide range of mortgage products, including fixed rate mortgages, tracker mortgages, cashback mortgages, offset mortgages, and more. We will work with you to identify your mortgage needs and find the best solution for you.
Pensions
Our pension planning service is designed to help you make the most of your retirement savings. We offer a range of pension products, including personal pensions, stakeholder pensions, and Sipps. We will work with you to identify your retirement goals and develop a personalized plan to achieve them.
Wealth Management
Our wealth management service is designed to help you protect and grow your wealth. We offer a range of investment products, including unit trusts, equities, and fixed interest investments. We will work with you to develop a personalized investment strategy that aligns with your financial goals and risk tolerance.
Taxation
Our taxation advice service is designed to help you minimize your tax liability and maximize your financial returns. We offer guidance on capital gains tax, income tax, inheritance tax, and more. We will work with you to identify your tax obligations and develop a personalized plan to minimize your tax liability.
Savings and Investments
Our savings and investments service is designed to help you build up your savings and achieve your financial goals. We offer a range of savings and investment products, including ISAs, junior ISAs, and lifetime ISAs. We will work with you to identify your savings and investment goals and develop a personalized plan to achieve them.
Life Assurance
Our life assurance service is designed to provide you with peace of mind, knowing that your loved ones will be protected in the event of your death. We offer a range of life assurance products, including whole of life insurance, term life insurance, and family income benefit. We will work with you to identify your life assurance needs and develop a personalized plan to meet them.
Health Insurance
Our health insurance service is designed to help you protect your health and wellbeing. We offer a range of health insurance products, including private medical insurance, critical illness insurance, and income protection insurance. We will work with you to identify your health insurance needs and develop a personalized plan to meet them.
General Insurance
Our general insurance service is designed to help you minimize your risk and protect your assets. We offer a range of general insurance products, including life insurance, travel insurance, and home insurance. We will work with you to identify your general insurance needs and develop a personalized plan to meet them.
Equity Release
Our equity release service is designed to help you access the value of your home while still living there. We offer a range of equity release products, including lifetime mortgages, home reversion plans, and home income plans. We will work with you to identify your equity release needs and develop a personalized plan to meet them.
In summary, Rose Financial Services is committed to providing our clients with a comprehensive range of financial services, designed to help them achieve their financial goals and protect their financial future. Our team of experienced and qualified financial advisers is dedicated to delivering a personalized and professional service, tailored to the unique needs and circumstances of each client.
Overall Experience
The reviewer had an excellent experience with the service provider, praising their professionalism and recommending them to family and friends.
Quality of Service
The service was deemed excellent, with the reviewer expressing satisfaction with the level of professionalism displayed.
Recommendation
The reviewer would certainly recommend the service provider to others, indicating a high level of trust and confidence in their abilities.
Be the first to review Rose Financial Services.
Write a Review
