Rose Associates Financial Planning Ltd

Rose Associates Financial Planning Ltd is a financial advisory firm that assists clients in creating financial plans to achieve their financial goals. They provide advice on various aspects of wealth management and focus on building relationships with clients.
  • Tax planning
  • Corporate services
  • Investment planning
  • Retirement planning
  • Protection planning
  • Mortgages and specialist banking
  • Intergenerational wealth management

Size
Small
Phone
N/A
Email
N/A
Locations
13/15, Leighcliff Bldg, SS9 1PR
01245208744
9:00 - 17:00
Digital Popularity
Social Media
Competitors
Orion Financial Management Ltd
Orion Financial Management Ltd is a financial advisory firm that focuses on building and maintaining long-term trusted relationships with clients.
Lifetime Group
Lifetime Group is a leading UK wealth advisory firm that focuses on delivering bespoke, long-term financial planning solutions.
Saltus
Saltus is a wealth management firm that provides a range of financial planning and investment management services to individuals and institutions.
Strategic IFA Ltd
Strategic IFA Ltd is an independent financial adviser based in Southend on Sea, providing bespoke financial planning services primarily to clients in the Essex and London regions.
Pyxis Financial Planning
Pyxis Financial Planning provides holistic lifetime financial planning services, helping clients to plan their financial future by optimising their assets and opportunities.
Company Details
Rose Associates Financial Planning Ltd is operated by Rose Associates Financial Planning Ltd and is a Active company incorporated on 15 August 2018 with the registered office located in Leigh-on-Sea, Essex. Rose Associates Financial Planning Ltd was registered 7 years ago.

Status
Active
Size
Micro
Directors
2
Age
7 years old
Employees
7
Turnover
Unreported
Total Assets
£138.34K
Cash in Bank
Unreported
Total Liabilities
-£33.14K

Director • British • Lives in England • Born in Sep 1981
Director • PSC • Principal Of Rose Associates Financial P • British • Lives in UK • Born in Nov 1987
Teams
All
8
Finance
7
Administration
1
IT
1
Financial Planner • Joined May 2021
Practice Support Specialist
Trainee Financial Advisor • Joined Oct 2021
Trainee Financial Planner • Joined Aug 2022
Financial Planner • Joined Oct 2021
Trainee Financial Advisor • Joined Jan 2024
Trainee Financial Advisor • Joined Nov 2023
Trainee Financial Adviser • Joined Jun 2022
Trainee Financial Advisor • Joined Oct 2021
Trainee Financial Planner • Joined Aug 2022
Financial Planner • Joined Oct 2021
Trainee Financial Advisor • Joined Jan 2024
Financial Planner • Joined May 2021
Trainee Financial Advisor • Joined Nov 2023
Trainee Financial Adviser • Joined Jun 2022
Practice Support Manager • Joined Apr 2018
Practice Support Specialist