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
With 19 years’ experience in financial services, Rosie provides holistic financial planning advice to individuals, families and business owners. She specialises in investment planning, retirement strategies, tax efficient planning and estate planning, alongside specialist pension advice, including the University Superannuation Scheme (USS).
Rosie enjoys helping clients make informed decisions about their future and takes the time to understand what is important to them. Her caring and supportive manner helps clients feel listened to and understood, while her ability to explain complex financial matters in a clear and practical way gives them confidence in the decisions they make.
Rest and play
Family life keeps Rosie busy – especially taking her son to his various clubs and activities and supporting him at his football matches.
In her spare time, Rosie enjoys going for a run, both for fitness and to clear her 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
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