Rosewood is a multi-disciplinary financial planning and wealth management firm, with a dedicated team of experts experienced in investment management, estate planning, financial advice and regulatory compliance. We exist to help corporates and individuals optimise their financial management, develop financial resilience and build sustainable long-term wealth for the enrichment of themselves, their loved ones and their communities.
Regardless of your financial status, we meet you where you are with a fully tailored approach designed to meet your unique needs. Our service is professional, confidential, compassionate and most of all judgment-free.
What we do
Financial Advice
With experience working with clients across the UK, US, Canada, Europe, the Middle East and the Caribbean, you can be assured of a global best practice approach to your financial planning, covering everything from budgeting and cash flow management through to investing. Our objective is to help you take the next step on your financial journey and build sustainable long term wealth.
Financial literacy
We offer financial literacy workshops for employers, schools and small groups covering cash flow, debt management, budgeting, financial goal setting, investing 101 and more. Our objective is to help our workshop participants develop financial confidence and competence, build financial resilience and establish solid financial foundations to improve their overall wellbeing.
Retirement planning
Few of us can afford to rely purely on social security in our retirement. Do you know how much you need to save in order to maintain your quality of life in retirement? We provide comprehensive retirement planning advice and solutions designed to help you prepare for later life in a practical, manageable way, eliminating stress and giving you control.
Pensions audit
We help your business meet its regulatory obligations and preserve the integrity of your workplace pension scheme through a comprehensive audit delivered at regular intervals. Our aim is to inspire confidence and trust among your staff, shareholders and other vested interests, that your pension fund is being managed in accordance with its investment mandate to the highest compliance standards.
Pensions management & administration
We manage the process of setting up and administering your workplace pension scheme, including working with you to fulfil your regulatory obligations, manage reporting and reconciliation with your pension provider and prepare updates for your annual reports and board meetings.
Estate Planning
Intergenerational wealth preservation relies on the seamless transfer of assets from one generation to the next. We are experienced in helping you manage the administration of your estate working in partnership with qualified legal, tax and trusts experts to identify the best solution for you and your loved ones, minimising conflict and preserving family harmony over the long term.
What we do
Financial Advice
With experience working with clients across the UK, US, Canada, Europe, the Middle East and the Caribbean, you can be assured of a global best practice approach to your financial planning, covering everything from budgeting and cash flow management through to investing. Our objective is to help you take the next step on your financial journey and build sustainable long term wealth.
Financial literacy
We offer financial literacy workshops for employers, schools and small groups covering cash flow, debt management, budgeting, financial goal setting, investing 101 and more. Our objective is to help our workshop participants develop financial confidence and competence, build financial resilience and establish solid financial foundations to improve their overall wellbeing.
Retirement planning
Few of us can afford to rely purely on social security in our retirement. Do you know how much you need to save in order to maintain your quality of life in retirement? We provide comprehensive retirement planning advice and solutions designed to help you prepare for later life in a practical, manageable way, eliminating stress and giving you control.
Pensions audit
We help your business meet its regulatory obligations and preserve the integrity of your workplace pension scheme through a comprehensive audit delivered at regular intervals. Our aim is to inspire confidence and trust among your staff, shareholders and other vested interests, that your pension fund is being managed in accordance with its investment mandate to the highest compliance standards.
Pensions management & administration
We manage the process of setting up and administering your workplace pension scheme, including working with you to fulfil your regulatory obligations, manage reporting and reconciliation with your pension provider and prepare updates for your annual reports and board meetings.
Estate Planning
Intergenerational wealth preservation relies on the seamless transfer of assets from one generation to the next. We are experienced in helping you manage the administration of your estate working in partnership with qualified legal, tax and trusts experts to identify the best solution for you and your loved ones, minimising conflict and preserving family harmony over the long term.
Who We Serve
We work with corporates, individuals and educational institutions across the OECS region.
We offer services on a 1:1 basis as well as at the employer or group level.