Structured Financial Planning Process for Clarity & Confidence

What's the Process
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Our structured financial planning process ensures you feel informed, in control, and confident about your future. Whether you’re planning for retirement, growing your wealth, or securing your family’s future, we’ll create a clear, personalised plan to get you there.

At Rosewood Financial Planning, we believe in straightforward, transparent advice—no jargon, no hidden fees, just expert guidance built around your life, goals, and values.

Step 1: Let’s Talk

This is where we get to know you—your financial situation, your lifestyle, and what you want for the future. Our first chat is free, no pressure, no sales pitch. Just a chance to see if we’re the right fit.

If you decide to move forward, we’ll book a longer discovery meeting, where we:

  • Understand your financial story so far
  • Explore your short and long-term goals
  • Identify challenges that might hold you back

We’re happy to meet in person or via Zoom—wherever works best for you.

📞 Book a consultation and get your structured financial planning process today.

Step 2: Building Your Plan

Once we know where you are and where you want to be, we create a financial strategy that fits your life.

We’ll dig into:

  • Income, expenses, and savings
  • Investments and pensions
  • Tax efficiency and protection planning

This isn’t just about numbers. We ask the right questions: Can you afford that dream holiday home? Can you retire when you want? Are you making your money work as hard as it should?

You’ll receive a clear, personalised financial plan with recommendations tailored to your needs.

📞 Book a consultation and get your structured financial planning process today.

Step 3: Making It Happen

A plan is only useful if it’s put into action. Once you’re happy with your strategy, we’ll handle the practical steps:

  • Setting up or adjusting investments
  • Reviewing pensions and tax planning
  • Arranging protection policies

And because life changes, we review your plan regularly to keep it aligned with your goals.

📞 Book a consultation and get your structured financial planning process today.

What Does It Cost?

Our fees are clear and transparent, with no hidden costs or surprise charges.

  • First meeting: FREE – No obligation
  • Fees based on your needs and financial situation – we’ll outline everything upfront

You’ll always know exactly what you’re paying for and why.

Contact us to arrange a free consultation.

Take the first step towards financial clarity today.
Book a free chat with one of our planners and see how we can help you make the most of your money—now and in the future.

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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
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