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Rosewood Wealth Management - Chesterfield

Address: Fourth Floor, 1, Rosewood Wealth Management, Waterside Place Basin Square, Brimington Rd, Chesterfield S41 7FH, United Kingdom.
Phone: 1246932300.
Website: rosewoodwealth.co.uk.
Specialties: Financial consultant, Financial planner, Mortgage broker.
Other points of interest: Identifies as women-owned, Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible seating, Wheelchair-accessible toilet, Gender-neutral toilets, Toilets, LGBTQ+ friendly, Transgender safe space, Appointment required.
Opinions: This company has 110 reviews on Google My Business.
Average opinion: 5/5.

Location of Rosewood Wealth Management

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

1246932300

Rosewood Wealth Management, located at Fourth Floor, 1, Rosewood Wealth Management, Waterside Place Basin Square, Brimington Rd, Chesterfield S41 7FH, United Kingdom, is a reputable financial services provider. They can be reached at Phone: 124

Reviews of Rosewood Wealth Management

Rosewood Wealth Management - Chesterfield
Paul Doherty
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.

Rosewood Wealth Management - Chesterfield
Dave Hazlehurst
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.

Rosewood Wealth Management - Chesterfield
Kev Walton
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 ?. ⭐️⭐️⭐️⭐️⭐️

Rosewood Wealth Management - Chesterfield
Jon Beasley
5/5

I have worked with both Jenny and Donna at Rosewood and they have always been excellent, extremely thorough, took plenty of time to go through my finances andf I never felt rushed or pressured to take any additional products. I woudl trust Rosewood impliocitely with my finances and would recommend to anyone.

Rosewood Wealth Management - Chesterfield
The Goldsmith Clinic
5/5

As always, Donna explains pension provision in understandable terms. She is always friendly, helpful and professional.
I would definitely recommend Rosewood Wealth Management.

Rosewood Wealth Management - Chesterfield
Dean Braik
5/5

I have been with Donna for 8 years now and since joining I have received first class advice this has been a friendly and personal experience I would and have recommended Donna and rosewood to my friends and family ..I know that if I had not joined when I did I would not be in the position I am today, with 1 year left till retirement and today in a sound financial position. So my thanks to her and rosewood always Dean Braik

Rosewood Wealth Management - Chesterfield
Rob Rees
5/5

Rosewood Wealth Management were simply the best recommendation ever made to me ... we are so grateful for the advice and help given to us in managing our Pension and Mortgage arrangements and are delighted to pass on the recommendation to others.. Shannan,Donna,Jenny and the team are an absolute pleasure to deal too!

Rosewood Wealth Management - Chesterfield
Stuart Else
5/5

Always a pleasure to see Jenny. Excellent advice very well explained. Very friendly staff and lovely offices. Would recommend to anyone

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