Rosewood Wealth Management

Rosewood Wealth Management is a company that provides independent financial advice. They create individualised financial plans that consider clients' personal and financial circumstances to help achieve their objectives.
  • Protection
  • Life Transitions
  • Mortgage Planning
  • Later Life Lending
  • Retirement Planning
  • Wealth Building & Investments

Size
Small
Phone
N/A
Email
N/A
Locations
Fourth Floor, 1, Waterside Place Basin Square, Brimington Rd, S41 7FH
01246932300
9:00 - 17:00
Digital Popularity
Social Media
Competitors
Sovereign Wealth Limited
Sovereign Wealth Limited is a leading Wealth Management and Financial Planning organisation with over 50 Advisers across the UK, helping over 10,000 clients and managing over £2 billion of funds.
Jones & Co
Jones & Co is an independent financial advisory firm that offers a range of financial planning services, including lifestyle financial planning, mortgage advice, and investment solutions.
Company Details
Rosewood Wealth Management is operated by Rosewood Wealth Management Ltd and is a Active company incorporated on 13 November 2012 with the registered office located in . Rosewood Wealth Management Ltd was registered 12 years ago.

Status
Active
Size
Micro
Directors
2
Age
12 years old
Employees
7
Turnover
Unreported
Total Assets
£461.14K
Cash in Bank
£228.02K
Total Liabilities
-£298.16K

Director • Australian,british • Lives in England • Born in Jun 1983
Director • British • Lives in UK • Born in Jun 1979
Mrs Donna Robertson
PSC • British • Lives in UK • Born in Jun 1979
Mrs Shannan Lisa Pool-Gorman
PSC • Australian,British • Lives in England • Born in Jun 1983
Teams
All
3
Consulting
2
Finance
2
Other
1
Independent Financial Advisor/Director • Joined Aug 2019
Independent Financial Adviser/Director • Joined Aug 2019
Mortgage Advisor • Joined May 2023
Independent Financial Adviser/Director • Joined Aug 2019
Mortgage Advisor • Joined May 2023
Independent Financial Adviser/Director • Joined Aug 2019
Mortgage Advisor • Joined May 2023
Independent Financial Advisor/Director • Joined Aug 2019