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, Restroom, LGBTQ+ friendly, Transgender safe space, Appointment required, Appointments recommended.
Opinions: This company has 120 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

⏰ Open Hours of Rosewood Wealth Management

  • Monday: 9 am–5 pm
  • Tuesday: 9 am–5 pm
  • Wednesday: 9 am–5 pm
  • Thursday: 9 am–5 pm
  • Friday: 9 am–5 pm
  • Saturday: Closed
  • Sunday: Closed

Rosewood Wealth Management: A Comprehensive Guide

Rosewood Wealth Management, located at Fourth Floor, 1, Rosewood Wealth Management, Waterside Place Basin Square, Brimington Rd, Chesterfield S41 7FH, United Kingdom, is a renowned financial institution that has been providing top-notch services to clients for many years. Their phone number is 1246932300, and their official website can be accessed at rosewoodwealth.co.uk.

Specialties and Services

Rosewood Wealth Management specializes in three key areas: financial consulting, financial planning, and mortgage brokering. This comprehensive approach ensures that clients receive a complete range of services to meet their financial needs.

Other Points of Interest

  • The company is proud to be women-owned.
  • Online appointments are available for clients' convenience.
  • On-site services are provided to cater to clients' preferences.
  • The premises are wheelchair-accessible, ensuring easy access for all clients.
  • Gender-neutral toilets and other accessible facilities are available on-site.
  • Rosewood Wealth Management is an LGBTQ+ friendly and transgender safe space.

Opinions and Average Rating

With 120 reviews on Google My Business, Rosewood Wealth Management has garnered an impressive average rating of 5/5. Clients consistently praise the company's knowledgeable and approachable staff, as well as their ability to explain complex financial concepts in simple terms.

"So pleased we made the decision to use Donna and Rosewood after numerous recommendations. We have not regretted the decision and feel in safe hands. Donna explains everything in layman's terms making it easy for us to understand. We feel totally confident. After our first review this month we came off the call feeling elated," shares one satisfied client.

Recommendation

If you are looking for a reliable and professional financial consulting firm, Rosewood Wealth Management is a top choice. With a proven track record of success and a strong commitment to client satisfaction, this company is well-equipped to handle all your financial needs.

We highly recommend contacting Rosewood Wealth Management through their website at rosewoodwealth.co.uk to schedule an appointment and learn more about how they can assist you in achieving your financial goals.

👍 Reviews of Rosewood Wealth Management

Rosewood Wealth Management - Chesterfield
Alison S.
5/5

So pleased we made the decision to use Donna and Rosewood after numerous recommendations. We have not regretted the decision and feel in safe hands. Donna explains everything in layman's terms making it easy for us to understand. We feel totally confident. After our first review this month we came off the call feeling elated

Thank you to all at Rosewood

Rosewood Wealth Management - Chesterfield
Louise H.
5/5

Highly recommend Donna at Rosewood. She always offers sound advice on my pension and explains everything clearly on how it’s invested and its performance. They are always professional and respond to any queries very quickly. Having recently retired it can be stressful when it comes to pensions but Donna puts everything in perspective and I feel I am getting the best out of my investments.

Rosewood Wealth Management - Chesterfield
Oli C.
5/5

We approached Rosewood for support in finding a new mortgage deal as our fixed rate was coming to an end - we were worried about a large increase in interest rates since we took out the initial deal. Abigail was super patient and helpful, making time (and arranging multiple meetings!) to understand our requirements to that their recommendations were tailored specifically to our needs. As a result, we secured a rate that exceeded our expectations and will seek their support again in the future leaving us extremely happy! Thank you Abigail!!

Rosewood Wealth Management - Chesterfield
Christine R.
5/5

Shannon was really helpful, she was thorough, clear in what she was telling us and made sure that we understood all the information she was giving us. Everyone we have met at Rosewood Wealth Management have been very friendly and a pleasure to meet them. Cannot recommend this company highly enough.

Rosewood Wealth Management - Chesterfield
Sharon S.
5/5

Donna and Jenny have been instrumental in arranging our pensions and advising us on the best course of action for our pension planning. They are very friendly and professional at all times and have made everything so easy and simple for us to understand. We are so pleased with their service so far and will continue to see them on a regular yearly basis for a review and update.

Rosewood Wealth Management - Chesterfield
Della S.
5/5

I found Jenny & Donna very thorough with our pensions. Our meeting wasn't rushed allowing a 2 hr slot for our annual review. Jenny was helpful and honest . They respond very quickly to any queries we have had by email. Also prior to any appointments we get a courtesy call from a member of their team , reminding us of our appointment. I can highly recommend Rosewood Wealth Management

Rosewood Wealth Management - Chesterfield
Paul D.
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
Paul W.
5/5

I have been a client of Rosewood wealth since it’s launch and seen it transition from just a couple of employees to the successful business it is now.
As a client, I cannot praise the team enough for their professionalism and dedication to deliver on investments etc.
I have a couple of old work colleagues who joined a few years ago and haven’t looked back.

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