Rosewood Wealth Management receives prestigious industry recognition
Rosewood Wealth Management recently received recognition from Bankhall, a national provider of regulatory compliance support within the financial services industry.
Winning the Best Small Adviser of the Year 2022, Donna Robertson co-director at Rosewood commented: “Rosewood are extremely proud and delighted to have accepted the award, which was based on commitment to compliant advice, diligence in delivering the best outcome for clients and feedback from file reviews and compliance visits to the office”.
A crucial element of Rosewood’s ethos is continuous improvement with a holistic commitment to process driven efficiencies.
Having undergone a recent certification audit, Rosewood has been accredited with ISO 9001 evidencing their commitment to a quality management system along with ISO 14001 demonstrating commitment to reducing their impact on the environment.
Shannan Pool-Gorman, co-director at Rosewood commented: “These global accreditations mean that any current or potential client has peace of mind that they are dealing with a company that has high quality standards embedded within their operating methods and company culture, which is very important to us and something we really pride ourselves on”.
Rosewood Wealth Management believes in providing all of their clients a truly individualised financial advice service. Whether a client is just starting their journey and buying their first home, looking towards their first investment, saving for their future or looking to enjoy their wealth, Rosewood is there to help and provide guidance and support with a service tailored to each client.
The services they provide include investments, pensions, protection – including business protection and general insurance – mortgages, and equity release.
To find out more about the fantastic range of businesses in Chesterfield’s financial sector, click here.
Rosewood Wealth Management supports the marketing and economic growth of the town through Chesterfield Champions, a network of over 200 organisations across Chesterfield and North Derbyshire.
