Rosedale Financial Management are INDEPENDENT FINANCIAL ADVISERS based in CHESTERFIELD. In addition, our client base also includes individuals based throughout Lincolnshire, South, North, East and West Yorkshire and Nottinghamshire. We provide truely independent individual financial advice (either on a FEE or COMMISSION basis). We specialise in providing PORTFOLIO PLANNING, INVESTMENTS and LONG TERM CARE Planning for the elderly (both pre and post Care Home situations) together with STAKEHOLDER PENSIONS, PERSONAL PENSIONS, SIPPS and ANNUITIES. We provide a FREE 90 MIN INITIAL CONSULTATION in the comfort of your own home

Trade Bodies / Associations

We are members of the Chartered Institute of Insurers, The Personal Finance Society and IFA Promotions

Specialist Services

We hold Specialist Qualifications for Long Tern care Planning (CF8) which allows us to provide advice to those elderly clients (or their representives) in both pre and post planning in the vent of care funding being required

Trading Since

2007