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.
Regulatory Statements
Our services relate to certain investments whose prices are dependent on fluctuations in the financial markets beyond our control. Investments and the income from them may go down as well as up and you may get back less than the amount invested. Past performance cannot be used as a reliable prediction of future performance.
Buy to Lets and Commercial Finance are not usually regulated by the FCA.
Will Writing and advice on Lasting Powers of Attorney are not regulated by the Financial Conduct Authority.
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
Complaints Procedure
As an Appointed Representative of New Leaf Distribution Limited, we aim to provide you with a high standard of service. If you are unhappy with any aspect of our service, please let us know.
How to complain:
Email: complaints@newleafgroup.co.uk
Write to: New Leaf Distribution Ltd, 165 - 167 High Street, Rayleigh, Essex SS6 7QA
Call: 01702 431130
We will acknowledge your complaint promptly and aim to resolve it within 8 weeks.
If you remain dissatisfied, you have the right to refer your complaint to the Financial Ombudsman Service (FOS):
Website: www.financial-ombudsman.org.uk
Phone: 0800 023 4567
Address: Financial Ombudsman Service, Exchange Tower, London, E14 9SR
Note: As an Appointed Representative, complaints are handled in accordance with New Leaf Distribution Limited's procedures, which are FCA-compliant.