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David Smith (Rosebank Wealth Management)

David Smith (Rosebank Wealth Management)
01442 861661

Location: High Wycombe
Left QuotePersonal and business financial planning including investment, retirement and protection advice as well as mortgage and tax planningRight Quote
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My Stats
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
What I Do
Financial Services
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My Company Information

We offer:

  • Assistance in developing your objectives

  • A full analysis of your current position

  • A frank opinion about whether your goals are achievable

  • A flexible strategy to get from A to B

  • Proactive ongoing service to ensure you stay on track

  • 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

About David Smith

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.