Rosie Braithwaite
Servicing Financial Planner
"The things I love most about my job are really getting to know clients, finding solutions to their problems & building long term relationships. The variety of the role & having the independence to always put clients’ individual needs first, & working within a friendly & 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 & specialist pension support.
Rest and play
Family life keeps me busy – especially taking my son to his various clubs & activities & supporting at his football matches.
In my spare time I enjoy going for a run, both for fitness & to clear my head, eating out (or any meal that someone else has prepared!) & 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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