About Rose Financial Services

Rose Financial Services Limited was established in 1996 to give independent financial advice on mortgages, investments, savings and insurance. Combined, its advisers have over 30 years experience in dealing with client’s financial affairs.

The independent financial advisers believe that planning a financial portfolio starts from the cradle through to the grave. We look at the benefits of savings following the birth of a baby, for example, for events such as school or university fees, to the consideration of inheritance tax planning.

Preparing a financial portfolio varies from individual to individual and is not exhaustive. Clients’ needs change from year to year (sometimes more frequently) necessitating the need for regular reviews. Our aim is to match products and services to meet the needs of our clients now and in the future.

In assessing a client’s needs, 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.

We appreciate that it is not always possible for clients to plan their entire financial portfolio all at once, so we look at the whole picture and place priority on what is considered important now. The other aspects of the financial portfolio would then be looked at over a period of time.

The list of some of the services and financial advice we offer is outlined on this site and you may find that some or all of it relates to you. If so, we would be delighted to hear from you.

Remember – The secret of financial planning is not how much you have but what you do with what you have. If you fail to plan now, then you plan to fail for the future.

  • 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

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