Welcome to Rosedale Financial Management

Rosedale Financial Management in Chesterfield provides professional independent financial advice and financial planning services.

 


Rosedale Financial Management

 

 

Independent Financial Advisors

In Chesterfield

 

 

Rosedale Financial Management is owned by husband and wife team, Ashley and Claire Hewitt.

 

As a qualified and experienced Independent Financial Advisor, Ashley has over eighteen years in the industry and at least ten years experience advising pre and post retirement clients in his role as Specialist Elderly Client Advisor.

 

Dealing with a wide number of clients including Individuals, Accountants, Estate Agents, Solicitors, Carers Associations and even a local Friendly Society, Rosedale Financial Management provides high quality financial advice across a broad spectrum.

 

If you need professional independent financial advice

 

Call today to arrange a consultation.

 

01246 567234

 

Recommended by The Best of Chesterfield

 


 

What We Do

 

Ashley Hewitt is the Senior Partner at Rosedale Financial Management (incorporating "Care Fees First") and offers a wide range of services including:

 

  • Pensions and Investments
  • Care Fees Planning
  • Retirement & Inheritance Tax Planning
  • Wealth Preservation
  • Protection

 

Having built our business on word of mouth recommendations, we recognise client loyalty and work hard to build and maintain a good working relationship with our customers.

 

To help plan your future, call Rosedale Financial Management today.

 

01246 567234

 


 

Elderly Client Advisor

 

Older and possibly more vulnerable client's need a lot more time and care as they are often very nervous and worried and their requirements are very different. Ashley at Rosedale Financial Management prides himself in offering a personal service - approaching his work with understanding and empathy.

 

An annual review service is also available to ensure clients are updated with any changes in legislation, investment performance etc.

 


 

Accreditations

 

For your peace of mind Ashley Hewitt is an Associate Member of The Society of Later Life Advisers (SOLLA), a member of The Retirement & Care Faculty and a "Derbyshire Trusted Trader" (an organisation run by Derbyshire County Council and local Trading Standards which confers users with the additional reassurance that the business meets the highest professional standards).

 

Rosedale Financial Management is Authorised and Regulated by the Financial Services Authority. FSA Firm Number: 473931

 


 

Please mention The Best of Chesterfield when you contact Rosedale Financial Management for Independent Financial Advice

Contact Details

1Rosedale View,
Walton,
Chesterfield ,
Derbyshire,

S42 7HG

Tel: 01246 567234
Mob: 07798 831085
Email: send email
Web: visit website


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