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

Chartered Financial Planner Investment Advice Pension and Retirement Options advice Inheritance Tax, Estate and Trust Planning Family and Business Protection De Rose Wealth Management Ltd Financial Services Cheltenham Gloucestershire
De Rose Wealth Management Ltd are listed in; Gloucestershire Business Directory : Cheltenham Business Directory : Financial Services Directory : Financial Services in Cheltenham : Financial Services in Gloucestershire