Goals-Based Financial Advice

Roseum Financial Planning is a UK Financial Adviser.

We provide regulated financial advice on:

• Investments
• Pensions and retirement planning
• Financial protection

Not all areas of financial advice are regulated, and we also provide advice on Inheritance Tax.

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.

We're proud to be part of Quilter Financial Planning as they are UK’s largest and most respected distributors of financial advice. They have around 2,000 advisers who choose to be part of their network as they provide them with the specialist support they need to deliver the highest quality advice for their clients.