Savings & Investments

There are many different ways to save, but whichever way you choose, the general idea is the same: to build up some money -...

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A well prepared pension plan which is regularly reviewed should go some way to providing you with a reasonable level of income in...

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Utility Warehouse

Low cost broadband packages. Great Value mobile phone deals. For people who like to save money. One bill for everything. Join the...

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Mortgages. Made Simple.

Find a mortgage adviser Get expert help from Rose Financial Services Limited and save money on your mortgage

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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.


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.


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.


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.

  • Describe the value of the services Rose Financial Services Ltd has provided and the personal value of that advice to you.

    Soooo happy I came across Rose Financial Services online about 5 months ago! I was looking to invest in a buy to let and had little idea of how best to approach things. Wendy spent significant time understanding my needs and current position and offered individualised advice on how best to go about things. She maintained regular contact with the lender and my solicitor which smoothed things out for me and was always prompt in responding to my enquiries. No hesitation in recommending them!

    Zena John, Brockley, London

  • I have been really grateful for the help and friendly support from Rose Financial Services Ltd. I didn't know much beforehand about investments and how to manage finances as I have gotten older, however, Easton and Wendy have explained everything to me in a clear manner and answered every question I have had. I am so pleased and I would recommend their services to friends and family, and others that were in the same position as myself. Thank you again! 

    W S Jordan, London

  • Rose Financial Services Ltd has provided me with exceptional service.  They are readily available to discuss various aspects of financial planning without using technical jargon.  I have used them to arrange my investments, pension and mortgage.  I am happy to recommend them to family and friends as they always give practical a

    Nigel Piper

  • Rose Financial Services Ltd has provided me with an exemplary service so far. The value and quality of the service has really opened my eyes on how to make money really work!

    The service they have provided to me personally has been transformative to my finances and financial future.

    AS, London

  • When the time came to consider retiring from work we approached Easton and Wendy for financial advice. They were able to advise us on consolidating our finances and have set up prudent investment, pension and ISA accounts that have given us a comfortable financial position for our retirement. Eastons continued monitoring of our investments has meant that they continue to increase at an excellent rate of return. Easton and Wendy are friendly and approachable and we have no hesitation in recommending Rose Financial Services to others seeking financial advice.

    John and Susan Richards, Forest Hill, London

  • The independent financial advisers at Rose Financial Services Limited look at each individual’s circumstances on its own merits – we look at what a client is trying to achieve and how best they are able to achieve their target.

    Rose Financial Services

  • We Always Offer Independent Advice to help you manage your finances

    Rose Financial Services