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 middle-class professionals looking to invest their money, review their existing pensions/investments, and plan for retirement.
Capital at Risk
Because investments can fall as well as rise in value, you may not get back the full amount invested. Past performance is not necessarily a reliable guide to future performance. Other key risks will be included within your suitability report and in product provider literature.
It’s very important you understand the risks of investing before you proceed with any of our recommendations. Please ask us if you need any more information or clarification.