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Welcome....

Welcome to the Rose IFA Ltd website.

The purpose of this website is to introduce you to Sue Rose who set up Rose IFA Ltd and to provide you with an idea of how the company can help you achieve your financial goals.

Rose IFA Ltd is totally independent. Advice is offered on Savings and Investments, Pensions, Life Assurance, Income Protection, Long Term Care and Mortgages, including Equity Release.

Planning for Income In Retirement and Inheritance Tax Planning are important areas for personalised advice. Initial discussions are without charge or obligation. Remuneration can then be either based on commission, fees or a combination of the two.

It is seldom too early to plan financially, but it is sometimes too late.

If you would benefit from a review of your financial situation, then either telephone on 01363 777221, send an email to sue@roseifa.co.uk, or write with an outline of your query.
 
Regulatory Statements

Authorised and Regulated by the Financial Services Authority.

Registered in England and Wales Company No. 06257238.

Registered Office:
10 Hookway, Crediton, Devon, EX17 3PU

FSA Firm Number: 469015




The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted to customers in the UK.

To visit the FSA consumer website - The Money Advice Service - please click here

To verify our status with the FSA, click here and key in our FSA number: 469015


  
10 Hookway, Crediton, Devon, EX17 3PU