Fixed-Fee Financial Planning for Midlife Women & Couples

Values Driven – People Centered – Financial Advice

Contact us to start your financial planning journey:

Helping You Live for Today, While Planning for Tomorrow

Financial planning isn’t just about numbers, it’s about confidence, security, and freedom. Whether you’re preparing for retirement, navigating a major life change, or simply looking for honest, independent advice, we’re here to help.

At Rosewood Financial Planning, we offer fixed-fee financial planning that’s refreshingly down-to-earth. No hidden costs, no sales pitches, just clear, tailored advice designed to help you make the most of your money and your future.

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What Does Your Future Look Like?

If you’ve ever wondered:

  • Will I have enough to live on when I retire?
  • Can I afford to stop working, or do I need a new plan
  • How can I protect my family financially if something happens to me?
  • What should I do with my pensions and investments
  • How do I secure my financial future after a divorce
  • What’s the best way to support my children or ageing parents?

You’re not alone. These are real concerns, and we’re here to give you clear, practical answers.

Simple, Transparent, Independent Advice

We know financial planning can feel overwhelming. That’s why we make it simple.

  • No jargon, no unnecessary complexity – just expert guidance in plain English.
  • Fixed-fee financial planning – so you always know what you’re paying, with no surprises.
  • Independent advice – we’re not tied to any providers, so our recommendations are always in your best interest.
  • A personalised approach – your life, goals, and values shape your financial plan.

Why Choose Rosewood Financial Planning?

💡 We listen first – Your goals matter. We take the time to understand what you want from life and tailor your financial strategy accordingly.
💡 We plan for your whole future – Whether it’s retirement, inheritance planning, or protecting your family, we create a strategy that adapts as your life evolves.
💡 We focus on what’s right for you – No commissions, no pressure. Just honest, fixed-fee financial planning that puts your future first.

Ready to Take Control of Your Financial Future?

Whether you’re planning for retirement, recovering from a major life change, or simply want peace of mind about your finances, we’re here to help.

📞 Book a free, no-obligation chat today and see how our independent, fixed-fee financial planning can work for you.

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When I first moved to Charlotte. I was lacking in 'financial investment' trust issues however with Charlotte's help, guidance and financial know how my confidence in this area has improved. So thank you for being wonderfully you!!
GillianEssex, Client since 2019
I would recommend Mary Green as she provides a personalised and nationwide service, always willing to discuss any questions or visit her clients. Her advice is prudent and is updated as and when needs arise.
LucyBristol, client since 2019
Charlotte is a fantastic financial advisor, thoroughly working through the detail and planning carefully whilst also giving advice in plain English. She is excellent at taking the time to work through options and looking ahead at your future.
AdrianSurrey, Client since 2016
I worked alongside Mary for over a year and helped in the overall processing of pensions and investments. Mary was always very kind and happy to help me with any questions I had. Mary was very organised and always had the clients’ best interests at heart. She has excellent knowledge of pensions and investments, and I wouldn't hesitate to approach her for advice.
ChloeCheltenham
Excellent service and the transfer of my pensions into one roof, was done calmly, speedily and without feeling pressurised, would strongly recommend, Charlotte is a wonderful financial advisor and a credit to her profession.
JohnEssex, Client since 2016
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
I can highly recommend the service I received from Mary Green, she helped put in layman's terms the multiple pensions and types of pensions I needed to amalgamate, to help make my financial situation easier in the future. Merging the funds into a safe portfolio and helped me understand what funds would be available to me on retirement. She was always available for questions by email or phone, with a prompt reply.
Sarah CClient
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
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
We have found Mary’s financial advice invaluable in planning for our future retirement. We always talk through various options to ascertain the best way forward, with everything being explained to ensure we have a complete understanding. Mary is a very friendly and knowledgeable person, and we have built up a good relationship where we know we can contact her at anytime for advice. We would highly recommend her services!
Sarah WClient
Mary you’ve made such a difference to my life! You're given me real peace of mind from sorting out my pension, which I'd procrastinated over for way too long, through to helping to sort out my savings. You've also supported. I feel I can genuinely ask you anything and you'll give me an honest answer. You're really personable, easy to talk to, explain things clearly, and I truly feel that you have my back!
Sandra Wallington, client since 2022