Sound financial planning is essential to getting the most out of life. Rozelle Financial Services has the knowledge and experience to guide you through your most important financial decisions.
As an Independent Financial Adviser we are able to provide you with personalised advice on a host of financial services:
• Savings & Investments
• Mortgages
• Protection (& General Insurance)
• Pensions
• Inheritance Tax Planning (*)
• Savings & Investments
• Mortgages
• Protection (& General Insurance)
• Pensions
• Inheritance Tax Planning (*) Some aspects of IHT Planning are not FSA Regulated.
We adhere to strict FSA (Financial Services Authority) guidelines, which obligate us to provide advice most suited to your personal requirements, affordability and your risk profile.
We concentrate on the suitability, risk and strength of new and existing financial products and providers. We hold professional indemnity insurance and are registered under the Consumer Credit Act and Data Protection Act and hold the appropriate licences.
Getting the right advice means speaking to the right people!
Please note, no investment decision should be taken based on the content of this site. Always take full individual advice first. The regulations governing tax rates and investments may change in the future.
Rozelle Financial Services is a trading name of Robert Huxtable Leckie who is an Appointed Representative of Financial Ltd, which is authorised and regulated by the Financial Services Authority, and is entered on the FSA register under reference 226501 .
