Independent, Chartered financial advice that’s refreshingly down-to-Earth

Helping you live today while planning for tomorrow

Based across Essex and London, I provide friendly, jargon-free financial advice that’s individually tailored to you.

As our lives change, so do our financial priorities. Whether you want to save for your family’s future, plan your retirement income or leave a legacy for your loved ones, my professional advice will help you achieve your goals.

As a Chartered Financial Planner, my approach is trustworthy and completely transparent, with a free discovery meeting to discuss your needs and answer any questions you may have.

To arrange your appointment, simply get in touch.

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Retirement Planning

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Approaching Retirement

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I have dealt with Charlotte for many years, not only is she very knowledgeable, I feel she has always given me great advice and she always puts the Client first, she is an absolute pleasure to deal with.
DennisKent, Client since 2014
Charlotte is very knowledgeable in her field and conscientious to provide financial advice with her client’s personal circumstances uppermost in her mind. Charlotte’s professionalism is second to none, combined with her extremely approachable friendly attitude, makes my five star recommendation a pleasure to pass on.
KimHertfordshire, Client since 2014
Charlotte has been advising me on my finances since 2014. I have always found her extremely professional, very easy to speak to and meet with, very attentive and flexible to my personal requirements. I would not hesitate in recommending her to friends and colleagues.
JoWest Sussex, Client since 2014
After looking for a good Financial Advisor, Charlotte was recommended by a colleague. I must say how happy I am with the service provided, honest and straightforward advice on money matters. Cannot recommend highly enough.
ScottKent, Client since 2017
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.
EmmaLeigh-on-Sea, Client since 2019
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At Rosewood Financial Planning, we are passionate about supporting our local community. We are delighted to be supporting the Southend Hospital Charity MRI Paediatric Appeal by donating 5% of all profits for 2020

MRI Paediatric Appeal – The Apollo Suite Southend University Hospital

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