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.