Chartered Financial Planner
I am an Independent Chartered Financial Planner, widely recognised as the gold standard of Financial Advice, providing both expertise and trust.
This, together with over a decade of experience in the Financial Services industry, ensures that my advice will be reliable, current, and completely bespoke to you.
Local to Essex and London, I particularly pride myself on my refreshingly open and honest approach. I take the time to listen to your life goals and then build a strategy to help you achieve them.
Charlotte Wood, Director of Rosewood Financial Planning
I am a specialist ‘at retirement’ planner, steering my clients in the right direction to maximising their financial position in the lead up to retirement and beyond.
Alongside this, I also provide comprehensive advice on a wide range of financial subjects, including investments, tax planning, inheritance tax, and personal and business protection.
My clients tell me I’m very easy to talk to, and I always encourage questions. After all, when it comes to something as important as managing your finances, a clear understanding of the process is essential.
My priority is to build strong, lasting relationships with my clients, so I can understand how to help them get the very best from their money, at every stage of life.
Whether you are financially confident and just need a nudge in the right direction, or completely new to financial planning, I can tailor my advice to your needs.
Please note that taxation advice is not regulated by the Financial Conduct Authority.