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Investments

Rainy Day Fund

When we undertake our in-depth fact find in relation to your current situation and future plans and goals we will build in a safety net of easy access money for you to get hold of in emergencies.

This doesn't necessarily mean a deposit account - there are various easy access options we would like to discuss with you.

Get a free non-obligatory consultation

Call David Now 0n 020 3327 2767

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
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.
This website is aimed at UK residents.
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