Rosewood Wealth Management - Chesterfield

Rosewood Wealth Management

Address: Fourth Floor, 1, Rosewood Wealth Management, Waterside Place Basin Square, Brimington Rd, Chesterfield S41 7FH, United Kingdom

Phone: 1246932300

Website: rosewoodwealth.co.uk

About Rosewood Wealth Management

Rosewood Wealth Management is a reputable financial services company located in Chesterfield, United Kingdom. The company specializes in providing comprehensive financial solutions to clients, including financial consulting, planning, and mortgage brokering services. Their commitment to client satisfaction and personalized attention has garnered them a strong reputation in the industry.

Specialties

• Financial consultant
• Financial planner
• Mortgage broker

Other Points of Interest

• Identifies as women-owned
• Online appointments
• Onsite services
• Wheelchair accessible entrance
• Wheelchair accessible parking lot
• Wheelchair accessible restroom
• Wheelchair accessible seating
• Gender-neutral restroom
• LGBTQ+ friendly
• Transgender safe space
• Appointment required

Opinions and Reviews

Rosewood Wealth Management has garnered a stellar reputation amongst its clients, with a 5/5 average rating based on 116 reviews on Google My Business. Many clients praise the company's professionalism, quick response to queries, and clear explanations of their financial investments. For instance, one client noted, "Highly recommend Donna at Rosewood. She always offers sound advice on my pension and explains everything clearly on how it's invested and its performance."

Another satisfied client mentioned, "They are always professional and respond to any queries very quickly. Having recently retired it can be stressful when it comes to pensions but Donna puts everything in perspective and I feel I am getting the best out of my investments."

Final Recommendation

If you are seeking a reliable and knowledgeable financial services provider, Rosewood Wealth Management is an excellent choice. Their dedication to personalized service, combined with their strong reputation and impressive reviews, make them a top contender in the industry. For more information or to schedule an appointment, visit their website at rosewoodwealth.co.uk or contact them directly at 1246932300.

👍 Reviews of Rosewood Wealth Management

Louise H.

5/5

Highly recommend Donna at Rosewood. She always offers sound advice on my pension and explains everything clearly on how it’s invested and its performance. They are always professional and respond to any queries very quickly. Having recently retired it can be stressful when it comes to pensions but Donna puts everything in perspective and I feel I am getting the best out of my investments.

Della S.

5/5

I found Jenny & Donna very thorough with our pensions. Our meeting wasn't rushed allowing a 2 hr slot for our annual review. Jenny was helpful and honest . They respond very quickly to any queries we have had by email. Also prior to any appointments we get a courtesy call from a member of their team , reminding us of our appointment. I can highly recommend Rosewood Wealth Management

Sharon S.

5/5

Donna and Jenny have been instrumental in arranging our pensions and advising us on the best course of action for our pension planning. They are very friendly and professional at all times and have made everything so easy and simple for us to understand. We are so pleased with their service so far and will continue to see them on a regular yearly basis for a review and update.

Paul D.

5/5

I moved over to Rosewood WM a couple of years ago. I cannier be happier with the level of service from all the team. They are a very slick, knowledgeable, friendly business who I h
Wholeheartedly have confidence in managing my portfolio. Jenny does my annual review and takes the time to explain everything about the performance and reasoning behind the performance. 10/10.

Paul W.

5/5

I have been a client of Rosewood wealth since it’s launch and seen it transition from just a couple of employees to the successful business it is now.
As a client, I cannot praise the team enough for their professionalism and dedication to deliver on investments etc.
I have a couple of old work colleagues who joined a few years ago and haven’t looked back.

Kev W.

5/5

I have been a client of Rosewood Wealth Management for several years throughout which they have always given me the best guidance and advise tailored to suit my personal circumstances. In 2018 Shannan Poole-Gorman literally saved me from the brink of financial ruin during divorce proceedings. In 2024 I again turned to Rosewood for a mortgage application throughout which Shannan and Abigail Denman calmly talked me through all options putting me back on track when my nerves were in absolute tatters! I have been made to feel like one of the family and always greeted with a smile and warm words from Demi who serves the reception desk. Thank you again Rosewood Wealth Management 🙏. ⭐️⭐️⭐️⭐️⭐️

Dave H.

5/5

Rosewood Wealth Management are an excellent team of professionals, very person centred and make you feel that your needs are very important to them.
Donna was amazing during our recent meeting, Donna provided me with everything I asked for in respect of advice about my pension, it was honest and very helpful.

Adrian K.

5/5

Once again Angela and I have had a very pleasant and informative review at Rosewood. Jenny explained everything in a clear, concise way without resorting to jargon.
Jenny and Donna are always very easy to chat to, which means it is much easier to ask financial questions and talk about money matters.
The new offices are superb, modern and professional, yet everyone retains the friendliness and welcoming demeanour from the former premises.
Angela and I always feel that our money is in good hands and that we can contact Jenny and Donna if we need advice. There are no hidden charges and appointments are unhurried and relaxed.
A very pleasant experience for two people who are not well up on money matters. Thank you.