Rose Cozens
Financial Planning Consultant DipPFS in Burridge
A little bit about Rose
I'm Rose, a financial adviser who finds great fulfilment in helping clients achieve their financial goals. I have a passion for helping people and guiding individuals and families towards financial security. I take pride in being able to provide personalised solutions that empower clients to plan for the future and navigate life's financial milestones with confidence. Seeing clients gain peace of mind and reach their aspirations brings me so much joy, while building long term, trusting relationships.
Start the conversation
Speak to me if you’d like to give your finances a spring clean or are thinking about freshening up your long-term plans.
Contact me today
An adviser’s insight
Enjoy the feel-good factor of a financial spring clean
With the start of a new tax year, now is a great moment to take a little bit of time to get your finances in order and look ahead to the next 12 months and beyond.
I can help you take a fresh look at your finances and put a plan in place to help your money work hard for you over the next year. This can include ensuring that you’re maximising your new tax-free savings and gifting allowances.
We can also consider any important updates to your circumstances, such as a pay rise or promotion, or changes to your family.
Now is also a good time to review your longer-term goals and check in on your retirement savings. A cashflow model is an excellent way to do this as it can help to show how on track you are, if you need to make any adjustments, and the positive impact that even a few small changes made today can have on your finances over the long term.
Click on the contact me today button at the top of my profile to discuss how I can help you.
Services
Holistic planning
Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.
Income Protection
Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.
Investments
Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.
Pensions
Expert advice to help provide comfort in your retirement.
Protection
Whole of life and term assurance protection, private medical arrangements, critical illness insurance.
General Insurance
Home contents insurance, buildings insurance.
Business Services & Protection
Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.
Dental & Medical
Financial planning for dental and medical professionals, in-depth knowledge of NHS pensions and needs of hospital doctors, GPs, dentists and locums.
Qualifications
Diploma in Regulated Financial Planning
- The Level 4 Diploma in Regulated Financial Planning from the Chartered Insurance Institute develops core technical and initial financial planning understanding.
Location
Rose's location
Burridge
Southampton
Hampshire
SO31
United Kingdom
Reuben is located in Burridge and offers expert financial advice to suit your needs.
More about me
Financial advice is so much more than wealth management to me, its about working together to create the life you want, protecting against unforeseen circumstances and working side by side through all life events.
Beyond the office, I enjoy spending quality time with friends and family, taking long dog walks with my cockapoo Moose and attending a theatre trip once in a while.
As a firm believer in work-life balance I love to soak up the sun wherever possible, embracing the outdoors as a way to recharge. Whether you're planning for retirement, growing investments or simply looking for sound financial advice, I am committed to providing expert guidance and support every step of the way.
The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.