ABOUT ROSEVIEW WEALTH MANAGEMENT
Our Business
At Roseview Wealth Management, we pride ourselves on building strong relationships to help provide the best possible results for you.
Kevin Barr established Roseview Wealth Management, having worked in the industry for over 20 years, for both Standard Life and Scottish Widows (Lloyds).
We’re proud to be a trading style of Pensionlite Ltd which is a part of Quilter Financial Planning, one of the U.K’s leading Financial Planning networks. So whilst you’ll receive the benefits of our personalised approach, you can feel reassured that we’re backed by an award winning company.
Based just outside of Edinburgh, Roseview Wealth Management provide holistic advice to a wide range of clients across the UK.
MEET OUR TEAM
The Team
Find out about our professional and experienced team - who they are, how they can help you and how you can contact them.
The Team
Find out about our professional and experienced team - who they are, how they can help you and how you can contact them.
Kevin Barr Chartered Financial Adviser
Kevin provides wealth management advice to individual and business clients both within the City, and more widely throughout the UK.
Jaclyn Barr Administration
Jaclyn is able to utilise her experience in her previous career as an account manager in retail to ensure she provides all clients with excellent customer service.
your 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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