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.
FREE Consultation
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.
