As an independent financial adviser who has worked in this industry for well over a decade I have experience in every area of financial planning covering all parts of the financial life cycle. I regularly present financial educational seminars across London to members of the public, covering a range of topics from investments to pensions and tax planning.
If you are looking to protect your family against the effects of losing your income due to early death or illness I can easily help you to achieve this. Moreover, if you wish to ensure that you minimise your tax burden, I can work with you so that you pay no more tax than you are legally obliged to.
Provides knowledge of where you stand in relation to your current financial position and goals.
You will understand how the Rose Financial Planning process helps you and your family to achieve your personal goals and aspirations.
We will collate and research all of your policies so you will clearly see all the policies you own and their relationship with each other.
A clear 'road map' will be produced allowing you to make informed decisions about how to achieve your financial aims and objectives.
Once you have decided on the most appropriate financial and tax beneficial 'route' we will implement it according to your wishes.
Your financial planning must be reviewed as soon as your personal circumstances and tax legislation change.
Speak to David today
Make the most out of your money or protect you or your loved ones lives.