Rosie Braithwaite
Servicing Financial Planner
"The things I love most about my job are really getting to know clients, finding solutions to their problems and building long term relationships. The variety of the role and having the independence to always put clients’ individual needs first. And working within a friendly and supportive team, as part of a company with values that align with my own."
Work
Rosie has over 19 years’ experience as an Independent Financial Planner.
Her areas of expertise include investment planning, retirement strategies, tax efficient advice, estate planning and specialist pension support.
Rest and play
Family life keeps me busy – especially taking my son to his various clubs and activities and supporting at his football matches.
In my spare time I enjoy going for a run, both for fitness and to clear my head, eating out (or any meal that someone else has prepared!) and meeting up with friends for drinks, laughs and putting the world to rights.
Rosie in the spotlight
Meet the rest of us
Refer a friend
Hundreds of people have benefited from our expert support over the years. If you’re one of them, why not spread the word? For each of the first five referrals you make, we’ll pay you £50. For every referral after that, we’ll increase it to £100. And you can refer us to as many people as you like.