Rose Associates Financial Planning Ltd was established in 2017, providing expert financial advice and putting clients firmly at the centre of everything we do.

We specialise in meeting the financial needs of both individuals and businesses and pride ourselves on building solid and long-lasting relationships with our clients. As a Partner Practice of St. James's Place, you will access a distinctive investment management approach.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up.  You may get back less than you invested.