We can change your life
We act differently from other financial advisers: not only do we help you to plan for your future but we work alongside you to make sure you stay on track. We start the process by getting to the heart of what you want, then we use our wealth management expertise to tell you what in our opinion you need to do financially to reach your goals without running out of money as you navigate the various ups and downs as you get older. Once we know what you want to achieve, we use our knowledge to develop solutions which are aimed towards your particular life objectives.
Things that make us who we are
- offer constructive, realistic advice
- strive to optimise our clients’ experience
- employ highly trained people who are competent in their field
- seek to build long-term working relationships
- seek to understand before proposing strategies
Meet the team
Caroline is the Principal of Rosebank Wealth Management.
Previously an accountant with Ernst & Young, Caroline established the business in 1993.
Caroline’s main interest is holistic financial planning and utilising assets to meet clients’ objectives whilst mitigating tax as far as possible. In particular, she enjoys the challenges of the changing nature of advice from pre-retirement to later life care and passing assets to the next generation tax efficiently.
Caroline is a Chartered Financial Planner, a Fellow of the Personal Finance Society, a member of the Society of Later Life Advisers (SOLLA) and an Associate Member of the Society of Trust and Estate Practitioners (STEP).
Caroline has two children, now at University. She enjoys travelling, visiting art galleries and walking. She is a keen gardener and has designed and maintains the gardens at Rosebank, also keeping a flock of rare breed chickens. LinkedIn
Wealth Management Consultant
Rachel has worked in financial services since 1995 and spent 17 years with HSBC looking after high net worth clients. She is a Chartered Financial Planner and a member of the Society of Later Life Advisers (SOLLA).
Rachel is an active member of the Rosebank Care Fees Planning team, liaising with attorneys, family members and care providers.
At home, Rachel is married with two children at school. She juggles work and family life and is a keen squash player, also enjoying spending time in the garden where she harvests fruit to make jam and fruit juices.
Wealth Management Consultant
Doug has worked in Financial Services for over 26 years. He specialises in advising clients who have financial planning needs in retirement. In particular, Doug is experienced in all aspects of Care Fee Planning and is a member of the Society of Later Life Advisers (SOLLA).
Doug is married with two grown up children and he enjoys reading, walking and following football in his spare time.
Noemi has been working in Financial Services since 2006 and now that her two young daughters are at school, she is forging ahead in her career. Noemi specialises in the technical side of financial planning, working closely with the clients and advisers to formulate effective financial planning strategies.
Outside the office, Noemi is kept busy with her young family and enjoys travelling.
Anindita brought over a decade of experience in the Financial Services industry to Rosebank, with strong technical paraplanning skills, particularly in Retirement Planning. Anindita specialises in the design of bespoke financial planning solutions for our clients and taxation matters.
Anindita is married and has a teenage daughter, and enjoys gardening and reading in her spare time.
PA to Caroline / Marketing Manager
Sophie came to Rosebank with Marketing and PR experience. She handles the Rosebank Wealth Management Marketing activities and works hard to provide a positive experience for our clients, coordinating client events and providing relevant information and appropriate levels of contact to satisfy our clients’ requirements.
Outside work, Sophie is kept busy with her two young sons. She enjoys tennis, swimming and travel.
Ayse joined Rosebank Wealth Management, having relocated to Hertfordshire from Wales. With 3 years experience in the Financial Services Industry, Ayse is working hard towards becoming a paraplanner, with ambitions to earn her Diploma.
Outside of work, Ayse enjoys exploring the beautiful Hertfordshire countryside with her husband and dog, as well as venturing into London to find new and exciting restaurants and nightlife.
We are pleased to be associated with Jonathan Reeves of Tax Matters, to assist clients with taxation issues as part of our overall financial offering. Jonathan is the founder and director of “Tax Matters”. His career started at HMRC before working in a number of accountancy practices which included both independent and top 20 firms. Tax Matters was founded in 2008. Jonathan ensures that clients are compliant as well as taking advantage of any tax reliefs and available opportunities. He is a member of the Association of Taxation Technicians (ATT) and an Affiliate Member of STEP (Society of Trust & Estate Practitioners).
Married with a daughter, Jonathan enjoys spending time with family and friends and listening to an eclectic selection of music.