What's the Process

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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