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About David Rose

About David Rose

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.



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The Financial Advice Process

Exploration

Provides knowledge of where you stand in relation to your current financial position and goals.

Proposition

You will understand how the Rose Financial Planning process helps you and your family to achieve your personal goals and aspirations.

Collation

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.

Recommendation

A clear 'road map' will be produced allowing you to make informed decisions about how to achieve your financial aims and objectives.

Implementation

Once you have decided on the most appropriate financial and tax beneficial 'route' we will implement it according to your wishes.

Ongoing Reviews

Your financial planning must be reviewed as soon as your personal circumstances and tax legislation change.

Any questions?

Speak to David today

We have clients across the world

Make the most out of your money or protect you or your loved ones lives.

Rose Financial Planning is an appointed representative of New Leaf Distribution Ltd who are authorised and regulated by the Financial Conduct Authority (FCA) Number 460421.
Buy to Lets and Commercial Finance are not usually regulated by the FCA. In respect of Wills and Lasting Powers of Attorneys Rose Financial Planning is an Appointed Representative of New Leaf (WWF) Ltd. Company number 7891401. Registered Address: 165 - 167 High Street, Rayleigh, Essex, SS6 7QA
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