David Smith (Rosebank Wealth Management)
Location: High Wycombe
Personal and business financial planning including investment, retirement and protection advice as well as mortgage and tax planning
| Last online | 18th Feb 2013 |
| Member since | 16th Oct 2012 |
| Number of views | 5 |
| Number of posts | 0 |
| Number of testimonials | 0 |
| Meetings attended | 3 |
| Financial Services |
We offer:
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Assistance in developing your objectives
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A full analysis of your current position
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A frank opinion about whether your goals are achievable
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A flexible strategy to get from A to B
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Proactive ongoing service to ensure you stay on track
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Caring and supportive approach
Of course, you may just require us to look at a particular area in isolation – pensions audit or a review of your ISA portfolio. Review your protection needs or change your mortgage lender, We’re happy to do that too.
I hope you find our website interesting, but it’s no substitute for meeting us and having a chat over a cup of tea
I have lived in High Wycombe for the past 47 years so know the area and the climate very well. I am married with 3 very expensive children, 1 dog and 1 cat.
I am sport crazy and go to watch Wycombe Wanderers as and when my nerves can take the stress but also love going to my local gym.
