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.
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!
Rosewood Financial planning
Helping you live today while planning for tomorrow
Rosewood Financial Planning Limited is an appointed representative of The On-Line Partnership Limited which is authorised and regulated by the Financial Conduct Authority. Registered Office: 26 Shanklin Dive, Westcliff-On-Sea, Essex, SS0 9XU. Registered in England & Wales under 12233220.