WELCOME TO ROSEVIEW WEALTH MANAGEMENT
We offer a full range of financial services and focus on building long-term relationships
We understand that everyone has different needs, therefore we take the time to provide a personalised, friendly advice service to meet your goals and objectives for the future. As circumstances can change, we’ll also meet regularly to carry out a review to ensure your plan continues to be suitable.
Pensions
A well prepared pension plan which is regularly reviewed should go some way to providing you with a reasonable level of income in...
view more Investments
Investing is what you can do with the savings you have created - if you are looking to generate a return on your money...
view more Mortgages
A mortgage is a ‘secured’ loan, which means that the loan is secured against the property being purchased until the mortgage is...
view more Protection
There are events we can all face that have the potential to wreck lives and families. It’s a difficult issue to think about...
view moreyour next product
Ask us about consolidating old and existing Pension plans
Don't miss this opportunity!
The Farmhouse, Roseview, Leadburn, West Linton, EH46 7BE
0131 526 3062
info@roseviewwm.co.uk
Roseview Wealth Management is a trading style of Pensionlite Ltd which is an appointed representative of Quilter Financial Services Limited which is authorised and regulated by the Financial Conduct Authority.
Quilter Financial Services Limited is entered on the FCA register (https://register.fca.org.uk/s/) under reference 440703
PensionLite Ltd is registered as a company in England & Wales no: 10517547. Registered address: Summit House, 13 High Street, London, England, E11 2AA
The guidance and /or information contained within this website is subject to UK regulatory regime and is therefore targeted at clients based in the UK.
Approver Quilter Financial Services Limited. 29/08/2023
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