Welcome to Rothmere Wilson Chartered Financial Planners.
We all have
financial planning needs, whether it’s working out how to be financially
independent, repay debt, protect our families, or keep what we have
already. We have been working with clients for over 20 years to
help them achieve these and many other life goals. There are other
firms with this level of experience, but we combine it with:
Better quality advice that is genuinely free
from bias
Planning for the future YOU want

Solutions that can be understood and delivered

Solutions that can be understood and delivered,
with regular reporting and updates
A focus on investment risks as well as growth
Transparency of costs
Transparency of costs
We believe this creates a unique proposition to help you in planning for the future you want. We hope you find this site useful.
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See our latest videos
> Steve Wilson interviews James Sullivan manager at Miton Asset Management
> Why should you use a financial adviser?
- A
guide to NEST
The new pension responsibilities for employers start in 2012 - A
guide to estate planning
The 6 main methods of planning for inheritance tax - A guide to guaranteed pension annuities
The most popular way of taking pension benefits with some big advantages - A guide to flexible pension annuities
Combines some flexibility with the security of an annuity - A guide to pension drawdown
Changes in April 2011 have increased the appeal of this flexible option - A guide to equity release
Turn some of the value in your home into cash - A guide to long term care
Major concerns are who pays, how much and what are the options?
A guide to state support when funding care
State support when funding care:
The state can help with care costs
A guide to mortgages
Find out about borrowing before you start house hunting
ABI overview of protection and health insurance
The essentials of the different types of protection available
ABI guide to private medical insurance
Reassurance of choice and comfort if you need medical care
ABI guide to income protection Replacement income if you are injured or too ill to work
ABI guide to critical iIlness
Protection if you become seriously ill, such as having cancer or a heart attack
- ABI insurance advice for business
Unexpected losses can cause hardship or destroy an unprotected business

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