Financial Planning for Life Events
Who We Work With
Helping You Plan for Life’s Biggest Financial Decisions
Whether you’re building wealth, navigating a major life change, or planning for retirement, your financial future matters. At Rosewood Financial Planning, we work with people from all walks of life—each with different needs, goals, and challenges.
We specialise in providing fixed-fee financial planning for midlife professionals, business owners, and those experiencing life transitions. Our goal? To help you feel confident, informed, and secure in every financial decision you make.
Retirement Planning
Make Your Future Work for You
Whether retirement is two years or twenty years away, the best time to start planning is now. Retirement isn’t just about stopping work—it’s about ensuring you have the freedom and financial security to enjoy the life you want.
We help you:
✔ Understand what’s possible – Can you retire early? What lifestyle can you afford?
✔ Maximise your pension and investments – Make the most of tax-efficient savings and income strategies.
✔ Feel secure about your financial future – We create tailored plans that evolve with you over time.
If you’re wondering when you can retire and what your options are, we can help.
📞 Book a consultation and start your financial planning for life events today.
Business Owners & High Earners
Smart Strategies for Long-Term Wealth
Running a business or managing a demanding career means your time is valuable. You work hard to earn your money—but is your money working hard for you?
We take the complexity out of financial planning, helping you:
✔ Optimise your tax position – From pensions to investments, we ensure you’re not overpaying.
✔ Build long-term wealth – Whether you want to invest, expand, or sell your business, we’ll create a financial strategy that aligns with your goals.
✔ Secure your future – Protect your business and personal finances with smart planning.
If you’re too busy earning money to manage it effectively, we’ll handle the financial planning so you can focus on what you do best.
📞 Book a consultation and start your financial planning for life events today.
Divorce & Separation
Financial Clarity in Uncertain Times
Divorce brings emotional and financial challenges, and money is often a major concern. We help you gain clarity, control, and confidence in your financial future.
We support you with:
- Understanding your financial position – Know what assets you have and what’s at stake.
- Navigating pensions and settlements – Ensure you receive a fair and sustainable outcome.
- Rebuilding your financial future – We create a clear, independent plan to help you move forward.
Whether you need guidance on property, pensions, or post-divorce financial security, we’re here to help.
📞 Book a consultation and start your financial planning for life events today.
Women & Midlife Transitions
Financial Independence & Security
Life evolves and so do your financial needs. Many women in their 40s and 50s are juggling high-powered careers, caring responsibilities, and changing priorities. We help you take control of your finances with:
✔ Clear financial strategies – Whether you’re preparing for retirement, investing, or restructuring your finances, we create plans that fit your life.
✔ Flexible, future-proof advice – Plan for career shifts, children’s education, inheritance, and more.
✔ Confidence in financial decisions – We help you navigate complex choices with ease.
If you’re seeking financial independence, clarity, and peace of mind, we’re here to support you.
📞 Book a consultation and start your financial planning for life events today.
Sustainable & Ethical Investing
Aligning Your Money with Your Values
Your money has power. If you care about sustainability, ethical investing, and making a positive impact, your financial choices can reflect your values.
We guide you through:
✔ Responsible investment strategies – Avoid greenwashing and choose investments that align with your principles.
✔ Long-term financial security – Build wealth while supporting sustainable businesses.
✔ Balancing risk and reward – Ethical investing doesn’t mean sacrificing returns.
Invest with purpose and confidence, we’ll help you create a strategy that works for you and the planet.
📞 Book a consultation and start your financial planning for life events today.
Take the First Step Towards Financial Confidence
We know that financial planning isn’t just about money—it’s about security, choices, and living life on your terms. Whether you’re preparing for retirement, running a business, or navigating a major life transition, we’re here to guide you.
- Transparent, fixed-fee financial planning
- Independent advice tailored to your goals
- Jargon-free, practical guidance
📞 Get in touch today and start planning your financial future with confidence.
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