Our Company

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.