Goals-Based Financial Advice

Roseum Financial Planning is a UK Financial Adviser.

We provide regulated financial advice on:

• Investments
• Pensions and retirement planning
• Inheritance Tax (IHT)
• Financial protection

Our meetings are all held online via Microsoft Teams, so there's no need to travel. Wherever you are in the UK, we can work with you.

Roseum is run by Michaela Pashley, a Chartered Financial Planner with an 18-year career.

We specialise in working with professionals looking to invest their money, review their existing pensions/investments, and plan for retirement.

Michaela is our Financial Adviser. It's she you'll meet with to discuss your financial planning, and who will research, design, present, and implement your advice.

Michaela is a Chartered Financial Planner, Practitioner of Financial Planning, and Fellow of the Personal Finance Society. She has even authored her own formal financial planning qualification, which she continues to oversee and deliver alongside her work at Roseum.

Throughout her 18-year career, she has worked with some of the profession's biggest brands including M&G/Prudential, Sandringham, St James's Place, and SimplyBiz.

To provide financial advice, Roseum Financial Planning needs authorisation and regulation. We're part of Quilter Financial Planning, which is directly authorised and regulated by the Financial Conduct Authority.

But Quilter gives us far more than just a licence to trade! They provide back-office support, technical support, compliance services, investment research, and much more. This helps give you an efficient, value-for-money service.

You can be assured that becoming a Roseum client means you'll be supported not only by Michaela, but one of the largest financial planning firms in the UK.