Rose & Fern Wealth Management Limited

: Endeavour House, 78 Stafford Road, Wallington, Greater London, SM6 9AY

: FCA Number: 1046212

Rose & Fern Wealth Management Limited is a trusted financial services provider based in Wallington, Greater London. Regulated by the FCA (1046212), they offer reliable advice and help with life investments, pensions retirement advice, final salary pension transfers, and comprehensive financial planning. This approachable team focuses primarily on serving the Wallington area and surrounding counties. Their office is conveniently located at Endeavour House, 78 Stafford Road, ensuring easy accessibility for local clients. Whether you're near retirement or just starting to plan your financial future, Rose & Fern offer regulated advice that is tailored to your unique needs. Discover why so many choose their expert services - visit them in Wallington today.

Their team includes one financial adviser. Check FCA registration here.

Rose & Fern Wealth Management Limited are approved by the FCA to give advice on:

Note: Permissions displayed are inherited from the Principal Network. Explicit limits for this Appointed Representative are governed by private contract.

List of advisers under Rose & Fern Wealth Management Limited:

Rose & Fern Wealth Management Limited is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website http://sjp.co.uk/products

SJP Approved : tbc

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Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.

Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.