Rosewood Wealth Management

About Rosewood Wealth Management

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Rosewood is about values. We believe in honesty, transparency, integrity, and consistency.

We aim to provide a complete and bespoke range of services to each client in order to cover all financial bases and take away the unnecessary pressure of having your financial matters in more than one place. Ultimately, we want to get to know you, we want to understand what you need and how we can help you make the most out of your money. In return, we want you to get to know us and - more importantly - trust us. Every relationship is built upon trust and mutual understanding, and we believe that our relationship with you, the client, should be no different.

At Rosewood, we truly believe that the best investment is an investment in people, and in the community in which we operate. We are passionate not only about supporting our clients with close contact and personalised care, but also about supporting local business. All of the work done involved in getting the Rosewood offices up and running was done tirelessly by our families alongside our fantastic local businesses here in Chesterfield. We are truly blessed to have such a wonderful community and we at Rosewood relish the prospect of becoming a contributing and beneficial feature of it, providing a different kind of personal, honest wealth management.

We are members of Chesterfield Champions, Equity Release Council and CII.