Roseview Wealth Management Leadburn, West Linton EH46 7BE
About the Business
Welcome to Roseview Wealth Management – a trusted and reputable finance institution located in the heart of the United Kingdom. Our establishment is situated in the charming Farmhouse Roseview in Leadburn, West Linton, offering our clients a peaceful and serene environment to discuss all their financial needs.
Our team of experienced wealth management experts are dedicated to helping our clients achieve their financial goals by providing tailored and comprehensive financial planning strategies. We understand that each client has unique financial goals, and we work closely with them to create a personalized plan that aligns with their specific objectives.
At Roseview Wealth Management, we are committed to providing top-notch financial services to our clients. From investment management to retirement planning, we take pride in delivering sound financial advice that helps our clients make informed decisions about their money. We are dedicated to helping our clients build wealth, protect their assets, and plan for the future.
When you step into our institution, you can expect a warm and welcoming environment that makes you feel at ease. Our team of experts are professional, knowledgeable and approachable – and we are always happy to answer any questions you may have about your finances.
As a point of interest, we have a long-standing reputation for excellence in wealth management. Our clients trust us to help them navigate the complexities of wealth management, and we take that responsibility very seriously. We are proud to serve individuals, families, and businesses that are committed to achieving financial success.
If you are looking for a trustworthy and reliable financial institution that offers personalized services, look no further than Roseview Wealth Management. Visit us today at our beautiful location in the Farmhouse Roseview in Leadburn, West Linton. We look forward to helping you achieve your financial goals!
Photos
Location & Phone number
The Farmhouse Roseview, Leadburn, West Linton EH46 7BE, United Kingdom
Hours open
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"The thought of getting a mortgage is a daunting experience for a first time buyer. Kevin made the whole process simple and explained things in layman's terms. Professional and courteous throughout, Kevin is first class."
"The service Roseview provided was faultless. I found them to be very proactive and helpful - this was during a time the interest rates were changing regularly which was causing a lot of uncertainty. I dealt with Kevin, who pre-empted problems before they rose and actually came up with solutions up front in the forms of different providers, and actually found me lower rates. Kevin's knowledge of the market is also great and he was very easy to deal with - would 100% recommend."
"When my previous fixed rate mortgage came to an end, I was unsure where to begin searching for a new deal and advice. Kevin made the whole process seem so simple and explained to me in a way that was easy to follow and understand. He was great at answering all my questions and pointing me in the right direction. Kevin was very helpful from start to finish and was always at the end of the phone if I had any questions or queries. I would highly recommend Kevin and Roseview Wealth Management for his high expertise and professionalism and will definitely be using again in the future."
"I recently engaged with the services of Kevin at Roseview Wealth Management as I was looking for a general review of my personal finances after turning 50. We spoke at length about my circumstances and goals for the future and Kevin produced a detailed review with recommendations. We agreed it would a good idea to move my pension fund to a more appropriate investment management platform where I'd have more options and flexibility in the future. Previously I would glaze over when financial advisors tried to discuss such matters with me but Kevin managed to explain things in plain simple language that didn't confuse me and I felt comfortable with the choices I made based on his recommendations. The process was simplified for me with Kevin explaining the process clearly and reviewing all the documentation with me before I signed anything. Kevin was also in the process of helping my wife and I apply for a mortgage, which again was being dealt with professionally and efficiently until we had to postpone due to the September 2022 "Mini Budget". Hopefully we can resume this again in the not-too-distant future."
"I used Rosewiew Wealth Management for help regarding and securing my mortgage. The service provided was fantastic, with expert advice given throughout. They made acquiring the correct suitable mortgage for a first time buyer completely stress free!"
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