Rosedale Financial Management was formed by husband and wife partnership Ashley & Claire Hewitt.
Ashley Hewitt CertPFS CertLTCi DipFA is fully qualified to provide independent financial advice. He has worked for several large national companies, together with forming a previous thriving practice and has over eighteen years experience in the financial services industry.
In addition, he also holds the CF8 Long Term Care qualification for dealing with the care requirements of older clients.
Claire provides significant administrative support, having previously worked at a high street Bank for over 15 years in various roles. This means that Claire is not only professional but also used to dealing with the pressure places upon a busy IFA office.
Our business is dedicated to providing quality independent financial advice, across a broad spectrum of individual interests. These range from individually tailored investments, retirement and wealth preservation solutions to protection arrangements.
Client loyalty is the foundation of our practice and we recognise the importance of our existing clients support. Clients are treated as individuals…..not just numbers.
Furthermore, as Ashley specialises in all aspects of financial planning, you can rest assured that this results in a more holistic approach. We find that this not only helps to meet the needs of our clients, but also provides reassurance to our various professional introducers, with whom we work closely.
Whether you simply require a quote for life cover or a more detailed financial planning service, please feel free to contact us for more information.