Reference no: 233783


De Rose Wealth Management Ltd

251 Prestbury Road
Cheltenham
Gloucestershire
GL52 3ET
Phone: 07886 781399


I am a Chartered Financial Planner who adopts a holistic approach to financial planning and provides wealth management services to private clients and business owners.

I have been advising clients for over 20 years and specialise in retirement planning and pensions advice. This includes Final Salary and Defined Benefit Pensions, Group and Personal pensions and work place pensions.

My advice covers all areas of financial planning and I can therefore offer the following services and products:

• Family Protection - Life Cover, Income Protection and Critical Illness
• Business Protection - Relevant Life Plans, Keyman Cover and Share Holder Protection
• Investment Planning for Capital Growth/Income - ISA's, Unit Trusts & Investment Bonds
• Retirement Planning and Solutions - Personal Pensions, Annuities and Drawdown Options
• Inheritance Tax, Estate and Trust Planning

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De Rose Wealth Management Ltd Cheltenham Gloucestershire ~ Cheltenham Financial Services - Gloucestershire Financial Services
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