Rosewood Financial Planning - Westcliff-on-Sea

Rosewood Financial Planning is a financial consulting firm located at Address: 879A London Rd, Westcliff-on-Sea, Southend-on-Sea, Westcliff-on-Sea SS0 9SZ, United Kingdom. They can be reached at Phone: 7738118845. More information about the company can be found on their website: Website: rosewoodfp.co.uk.

Rosewood Financial Planning specializes in providing financial consulting services. They have a team of experienced professionals who can help individuals and businesses with their financial planning needs. Their services include retirement planning, investment management, tax planning, and estate planning. They work closely with their clients to understand their unique financial situation and goals, and then develop a customized plan to help them achieve those goals.

The company has received many positive reviews from its clients. Opinions: This company has 9 reviews on Google My Business with an Average opinion: 5/5. These reviews highlight the company's expertise, professionalism, and dedication to providing excellent service to its clients.

Rosewood Financial Planning is conveniently located in Westcliff-on-Sea, making it easily accessible for clients in the Southend-on-Sea area. They have ample parking and a welcoming office environment.

If you are looking for a financial consulting firm that can help you achieve your financial goals, Rosewood Financial Planning is an excellent choice. Their experienced team of professionals can provide you with the guidance and support you need to make informed decisions about your financial future.

Reviews of Rosewood Financial Planning

Judith Mohring

5/5

Charlotte is an excellent listener and helped me feel comfortable talking about all aspects of my financial position. She gives clear practical advice which is easy to follow and I feel 100% more in control of my financial position after 12 months! I have a clearer idea of my pension needs and how to fulfil them from now.

Joanne Salmon

5/5

Charlotte provided me with some great advice regarding pension planning, savings, tracking tax as a sole trader as well as general budgeting advice. Charlotte's advice is clear and in lay terms so you do actually understand the advice that is given. I would highly recommend Charlotte's services.

emma smith

5/5

Charlotte at Rosewood provided me with some guidance in relation to my various pensions, of which I have very little understanding. Charlotte put me at ease, simplified the terms and gave me an unbiased view of my situation. I'll definitely be using Rosewood for financial advice in the future and would highly recommend.

Kim Wells

5/5

I highly recommend Charlotte. She was friendly, helpful and knowledgeable. She totally sorted out my pensions with the minimum of fuss. I felt completely comfortable with her advice and would not hesitate to recommend her to my friends and family.

Adrian Hughes

5/5

Charlotte is a fantastic financial advisor, thoroughly working through the detail and planning carefully whilst also giving advice in plain english. She is excellent at taking the time to work through options and looking ahead at your future.

ADAM DOUGLAS

5/5

Amazing honest, helpful and great service!
Thanks charlotte

Trudi Crawley

5/5

I have valued the help and support over a the last few years. I have benefitted from sound advice and feel more secure for the future. Highly recommend Rosewood services.

John Anthony Hobbs

5/5

Excellent service and the transfer of my pensions into one roof, was done calmly,speedily and without feeling pressurised, would strongly recommend, Charlotte is a wonderful financial advisor and a credit to her profession