Wednesday, 11 November 2020
Member Focus: Rosewood Wealth Management
Just over a year ago, Donna Robertson set up Rosewood Wealth Management alongside Shannan Pool-Gorman with the aim of creating a more bespoke financial planning service for clients. Donna talks to Business Network about how the Chesterfield-based business has fared during the pandemic, taking on their first apprentice and receiving support from the Chamber.
Tell us all about Rosewood Wealth Management?
Rosewood Wealth Management was established in August 2019. We believed financial planning needed to be brought back to basics, and so together as business partners and friends, we founded Rosewood upon the fundamental principles of personal, intimate support, and frank, honest advice tailored to the needs of the client.
We aim to provide a complete and bespoke range of services to each client in order to cover all financial bases and remove the unnecessary pressure of having financial matters in more than one place. Satisfaction for us comes in making sure clients are informed and looked after. Our services are tailored to suit every step of their journey, including investments, pensions protection, mortgages and equity release.
Who are your main customers and what is your USP?
We believe financial advice should be available to everyone regardless of their financial situation. We are two women who are extremely driven and focused. We try to make sure that everything we do makes a difference to our clients’ future and we are always looking at ways that we can help within our local community.
What’s your role in the business and what does your day-to-day role involve?
Shannan and I are both directors and advisers within the firm. We deal directly with clients, helping them to achieve their financial goals and objectives – whether that be buying their first home or investing for their futures.
How have you fared during the Covid-19 pandemic?
Covid-19 has posed some challenges around being able to see clients. However, we have overcome this by being able to move with technology and have used Google Meet to do video appointments. It’s meant business has been able to continue as normal, including taking on new clients.
What are the company’s plans for the future?
We plan to continue growing the business by working with both new and existing clients by supporting them in achieving their financial goals and objectives. We also plan to continue supporting our local community in any way we can, from helping local sports teams to collecting toys for Christmas for the local hospital. We have also recently taken on financial services administrator Abigail Denman via a bespoke apprenticeship scheme and are very excited to help her progress her career in financial services.
How long have you been a member of East Midlands Chamber, and what encouraged you to join and continue your membership?
We joined the Chamber earlier this year. We were in the process of taking on an apprentice and wanted to make sure we had access to a full HR suite for their protection, along with using local businesses to support us.
Which membership products have you used and how did they help your business?
We have used the ChamberHR portal to help with new employee documents and procedures. This has meant we’ve been able to make sure everything has been done in the correct way and no shortcuts have been taken.
What do you believe is the most important role of a chamber of commerce?
I think it is great to be part of a network and be able to work with like-minded people who want to be help improve local businesses and communities.
Image caption: Rosewood Wealth Management directors Donna Robertson (left) and Shannan Pool-Gorman (right) with financial services administrator Abigail Denman (centre)Back