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Welcome to Rose Financial Services Ltd, we are Independent Financial Advisers providing a comprehensive range of financial services in Forest Hill, London. We cover the whole of South London including Brockley, Bromley, Catford, Crofton Park, Croydon, Dulwich, Forest Hill, Honor Oak, Ladywell, Lambeth, Lewisham, Perry Vale, Southwark and Sydenham.
The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties. Our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes. Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs.
Welcome to Rose Financial Services Ltd, we are Independent Financial Advisers providing a comprehensive range of financial services in Forest Hill, London. We cover the whole of South London including Brockley, Bromley, Catford, Crofton Park, Croydon, Dulwich, Forest Hill, Honor Oak, Ladywell, Lambeth, Lewisham, Perry Vale, Southwark and Sydenham.
The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties. Our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes. Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs.
Services
Rose Financial Services Limited was established in 1996 to give independent financial advice on mortgages, investments, savings and insurance.
Combined, its advisers have over 30 years experience in dealing with client's financial affairs.
The independent financial advisers believe that planning a financial portfolio starts from the cradle through to the grave.
We look at the benefits of savings following the birth of a baby, for example, for events such as school or university fees, to the consideration of inheritance tax planning.
Combined, its advisers have over 30 years experience in dealing with client's financial affairs.
The independent financial advisers believe that planning a financial portfolio starts from the cradle through to the grave.
We look at the benefits of savings following the birth of a baby, for example, for events such as school or university fees, to the consideration of inheritance tax planning.
Our fee for arranging mortgages is 400 per mortgage application, which must be paid on application and is non-refundable.
This payment is for the time spent researching the market plus the administration involved in submitting the application to the appropriate lender on your behalf and ensuring the transaction is completed to suit your requirement.
We will also receive a fee from lenders/companies with which we place mortgages in recognition of the work we do on their behalf.
We will advise you in writing of the fee payable.
This payment is for the time spent researching the market plus the administration involved in submitting the application to the appropriate lender on your behalf and ensuring the transaction is completed to suit your requirement.
We will also receive a fee from lenders/companies with which we place mortgages in recognition of the work we do on their behalf.
We will advise you in writing of the fee payable.
We meet together to discuss your personal circumstances and your current financial situation.
We'll go into detail so that we can draw up a complete picture of where you are now, and where you want to arrive.
We'll ask about you, your occupation, your savings & investments, your mortgage, your current liabilities and your tax position, and we'll explain how all of this information builds a profile which will help us to formulate our plan.
Next we discuss your objectives and your aspirations, as well as any concerns that may arise.
We'll go into detail so that we can draw up a complete picture of where you are now, and where you want to arrive.
We'll ask about you, your occupation, your savings & investments, your mortgage, your current liabilities and your tax position, and we'll explain how all of this information builds a profile which will help us to formulate our plan.
Next we discuss your objectives and your aspirations, as well as any concerns that may arise.
Treating Customers Fairly is a core principle of our company and the way we conduct our business.
We are constantly striving to improve our service and develop new and innovative ways to communicate our services and new product information to you.
Central to our Treating Customers Fairly ethos is our commitment to providing clear and concise information, free of "jargon" and written in plain English.
You can be confident that you are dealing with a firm which holds the fair treatment of our customers as central to our corporate culture.
We are constantly striving to improve our service and develop new and innovative ways to communicate our services and new product information to you.
Central to our Treating Customers Fairly ethos is our commitment to providing clear and concise information, free of "jargon" and written in plain English.
You can be confident that you are dealing with a firm which holds the fair treatment of our customers as central to our corporate culture.
We all have goals, dreams and ambitions for the future, for ourselves and our families, but how do we achieve them?.
Professional Financial Planning is the process which aims to help you realise your ambitions - whatever they may be.
As professional financial advisers we can help you make informed decisions about your financial future, short, medium and long term.
You will almost certainly have plans of one kind or another - buying a home, starting a family, living abroad, perhaps retiring, but such ambitions have financial implications and you can't leave it all to chance.
Professional Financial Planning is the process which aims to help you realise your ambitions - whatever they may be.
As professional financial advisers we can help you make informed decisions about your financial future, short, medium and long term.
You will almost certainly have plans of one kind or another - buying a home, starting a family, living abroad, perhaps retiring, but such ambitions have financial implications and you can't leave it all to chance.
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