Welcome

We’re committed to providing the most appropriate independent financial advice.

ADVICE FOR YOU

From pensions and insurance advice through to tax planning & mortgages, we’ve got it covered

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ADVICE FOR BUSINESS

Helping you to be financially prepared for the unexpected and investing wisely for your future

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THOUGHTS & TWEETS

  • New FCA website: ScamSmart

    It is estimated that £1.2bn is lost to Investment Fraud each year, so in response the FCA website has created a specific site giving details of scams with warnings:…

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  • What is Lasting Power of Attorney (LPA)?

    If you’re married or in a civil partnership, you may have assumed that your spouse would automatically be able to deal with your bank accounts and pensions, and make decisions about your healthcare, if you lose the ability to do so.

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  • Quarterly News – Summer 2016

    In this edition of the Succession Group quarterly newsletter you’ll find articles on a range of subjects including: Lifetime ISAs Financial planning for later life Employee benefits And a…

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Find out more about Lifetime #ISAs, employee benefits & financial planning for later life. Download our newsletter: rossmorefinancial.co.uk/quart…

About 2 months ago from Rossmore Financial's Twitter

OUR WORK

Having worked for the NHS for much of his working life, our client had built up a pension fund. After becoming unemployed and subsequently divorced, he did not know he could access his pension fund, nor that the fund and its associated benefits would be returned to the pensions scheme, and not his 25 year old son, in the event of his death.

We were able to advise him upon these facts and get his affairs in order so that when he passed away, his son was able to receive the benefits rather than them simply reverting to the fund.


Nothing on this website should be taken or read as to being a recommendation, as it is for information purposes only. You should only invest once you have taken full and detailed advice. The value of investments can go down as well as up, so you could get back less than you invested. If you are unsure if an investment is right for you, please contact us for independent financial advice