Rosebridge - Chester

After contacting Jane, my financial planner at Rosebridge we had an initial meeting to discuss what the best way was to invest my savings. My money at the time was held mainly in savings accounts. I completed their risk questionnaire at my own pace prior to the meeting and we discussed the results. This clarified any areas I was unsure about and enabled me to invest in a way I was comfortable with. Thank you for all your help

Following a life changing accident my husband had last summer, and the imminent arrival of a new born, protection became a big concern for me. I had no protection in place to ensure my family would be cared for if anything were to happen. I contacted Rosebridge Chester at the start of the year, they worked efficiently to ensure life cover for me and my husband was in place before our third child was born in early April.

Advice for my finances was something I never really considered until I was approaching my retirement and had many unanswered questions. My initial meeting was held at my house, this made things much easier as I had everything I needed to hand and could get any documents I had forgotten easily. This was a great idea from my adviser, we developed a great working relationship and all my questions were answered clearly.-Thank you Rosebridge.

Before going to see an independent advisor at Rosebridge, I found Pensions confusing and I didn’t know what my options were. I felt worried as the time was quickly approaching my retirement. My advisor explained the process in simply, easy to understand terms and now I feel confident to make the right decision for my future. This has also ensured I know what age I can retire and be able to live normally for many years to come. I would highly recommend Rosebridge Chester.