Specialist advice

Putting our clients firmly at the heart of everything we do enables us to run a genuinely client-focused business. We specialise in the following areas of advice:

Pension Review
I have been a providing specialist financial advice on pensions and retirement planning for over 20 years.
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Endsleigh staff pension schemes
I used to work at Endsleigh in the E.F.I.T team as a financial adviser from 2006 until 2015 and was responsible for advising clients and Endsleigh Staff Members on pension planning and investment planning.
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Advice in retirement
Whatever your circumstances, knowing how to make the best financial plans for your future is hugely important.
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Private clients
We specialise in meeting the financial needs of people who have created significant capital, or who earn higher incomes.
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Senior corporate executives
As a busy Senior Corporate Executive, you may struggle to find the time to manage your personal finances, we can help with this.
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Business owners
We can help business owners, of any kind, to achieve their business, financial and lifestyle objectives.
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Company directors
We excel in catering to the financial requirements of those who have created more capital or who earn higher incomes.
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Barron De Rose
De Rose Wealth Management Ltd
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