Charlotte Wood APFS


Chartered Financial Planner

I’m an Independent Chartered Financial Planner, a qualification widely recognised as the gold standard of Financial Advice, providing expertise you can trust.

With over a decade of experience in the Financial Services industry, you can be sure my advice will be reliable, current, and completely personal to you.

As a specialist ‘at retirement’ planner, I steer my clients in the right direction and maximise their financial position in the lead up to retirement and beyond.

My Priorities

I love working with career-minded people and business owners. Being ambitious and driven myself, it’s great to speak to like-minded people from other walks of life and hear how their work is helping to support their future.

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 but looking for a nudge in the right direction, or you’re completely new to financial planning, I’ll tailor my advice to your individual needs.

Award Winning

As well as running Rosewood Financial Planning and looking after my clients, I do lots of work within the financial advice arena. I am an award-winning advocate and community builder for women in financial advice. I also run a large community project pursuing gender equality within financial services.

Being a Mum

I have two young boys, so I work flexibly around my family’s needs. Outside of work and parenting, I love spending time with my best friend (my dog, Dexter!) reading non-fiction business and feminist literature, and binge watching terrible tv on Netflix.

Please note that taxation advice is not regulated by the Financial Conduct Authority.

Please note that Inheritance Tax Planning is not regulated by the Financial Conduct Authority