What's the Process

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The Process

If you’re ready to take your first step today, book a 15-minute chat with one of our financial planners here:

We want to build long-lasting relationships with our clients. Our authentic, professional, and personalised service creates an ongoing, open dialogue, which encourages respect and trust with everyone we work with. If after our initial chat you feel that Rosewood Financial Planning is a good fit, then we’ll book you in for a longer discovery meeting.

The pandemic has made video calling a normal process for many of us. If you’re outside our local areas, don’t worry. Geography isn’t an issue – we’re happy to work with you using Zoom.

The full financial planning process follows these 3 key steps:

This is an in-depth meeting where we look at your life, discuss your aspirations and identify any problems that are holding you back.

Here, we get down to the nitty-gritty of your finances – looking at your income and expenditure, any properties and liabilities, pensions, investments, tax status and savings.

We discuss the variables that could be important for your future decisions. Should you buy that holiday home? Are you on track to retire when you want?

Next, we provide you with a bespoke financial plan and check if you are on target to achieve what you want in life. A financial plan is a snapshot in time. It’s important to review this plan regularly (at least annually), to take account of any changes in your life and goals, and to keep you on the right track.

With a clear plan, we can move on to implement the financial strategies necessary to help you achieve your financial plan. This could include setting up new investments, reviewing pensions, tax planning or arranging new protection policies.

How much does advice cost?

Our advice process and charging structures are completely transparent, with no surprising or hidden costs. Our first meeting is free of charge, with no obligation. We’ll provide further details after we have spoken, and the fee you pay will depend on your personal needs and financial situation.

Contact us to arrange a free consultation.

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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
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 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
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 C
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
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 W
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