Robert is a consummate professional with regard to my financial future. His sound knowledge and experience of financial matters gives me much confidence in his ability to steer and plan my future

Robert provided a phenomenal service and fast turnaround. His advice was exceptional and he understood my needs perfectly; making a difficult time in my life easier. I would thoroughly recommend him.

James visits our home every year and we go through every scenario and options with him, and he always follows up afterwards, which is great.

James gives prompt responses whenever I need to withdraw my funds.

James continues to help with financial advice on investments and inheritance taxes.

James always clearly goes through a review of my investments and we also discuss future planning in relation to the whole family. Meeting him brought awareness to what I need to be considering at this moment in my life.

James has continued to give good advice and keep us informed of government policy changes.

Pulled funds from my work pension into St. James's Place one and James answered any queries I sent his way either directly or through his team.

My husband and I have used Rose Associates since 2020 and specifically Robert himself. He has helped us navigate some important decisions around pension planning which have allowed us to plan for the next chapter of our lives. In addition Rob has connected us with the right people to put in place...

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