Financial Advisers Forest Hill

Welcome to Rose Financial Services Ltd, we are Independent Financial Advisers providing a comprehensive range of financial services in Forest Hill, London

We cover the whole of South London including Brockley, Bromley, Catford, Crofton Park, Croydon, Dulwich, Forest Hill, Honor Oak, Ladywell, Lambeth, Lewisham, Perry Vale, Southwark and Sydenham.

The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties. Our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.

You are the focus of our business: You, your life, your family, your future.

Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.

So it all starts with listening. We listen to your needs, your hopes your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon financial advice on the most appropriate financial products for your personal circumstances.

This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.

Wealth Management

Our wealth management service can help you to manage your assets. We can advise you on managing your portfolio, tax structuring, and investment recommendations.

Equity release

With many different types of equity release schemes available it is important to seek impartial equity release advice. We can provide you with comprehensive information on equity release schemes providing you with recommendations based on your personal situation.

Financial Planning

Our financial planning adviser can provide independent financial advice that is tailored to your current situation, identifying your goals and requirements to create a personalised plan.

General insurance

As independent insurance brokers we can arrange insurance that is suitable as well as competitively priced. We will assess your personal situation accurately in order for our specialist team to provide you with a range of tailored options.

Health insurance

Our market knowledge and extensive experience ensures we will find the most suitable insurance solution for you. Our team will provide you with recommendations that match your health needs and your financial situation.

Life assurance

With many different life assurance products on the market it is necessary to seek life assurance advice to ensure that your protection needs are fully covered. Our team will review your current arrangements and provide you with recommendations to suit your requirements.

Mortgages

As independent mortgage advisers we have access to a range of mortgage products, allowing us to provide you with mortgage recommendations that suit your financial situation. Whether you’re a first time buyer, looking to re-mortgage or building your property portfolio, we can advise you on the most suitable mortgage.

Pensions

Careful pension planning is critical and it sometimes becomes necessary to seek pension advice. Our team of advisers can provide support by searching for favourable pension annuity rates. We can review your current pension situation and provide you with advice on how to grow your pension.

Savings and investments

Our team can provide you with completely unbiased investment planning and savings advice, we will review your current situation and check the whole of the market to recommend the most suitable products and ensure your money is working hard for you.

Taxation

Our team will create a bespoke strategy to ensure you optimise any tax exemptions and allowances. Our team of tax advisers can provide you with practical advice on all aspects of taxation.