Financial freedom offers freedom in life.
Expert advice,
Tailored recommendations,
Sensible investing.
Private
clients
Fulfilling personal ambitions for you and your family requires long-term sensible planning.
We work with you to achieve your financial objectives, supporting your needs with relevant recommendations and advice.
We recognise that financial health is a lifelong commitment that requires planning and focus. We support you to make the right decisions in relation to your financial wellbeing.
We are at your side throughout
your life journey.
• Financial planning
• Cash flow modelling
• Property interests
• Investment solutions
• Protection needs
• Retirement provision
• Family business
• Tax guidance
• Inheritance tax planning
• Legal and trust affairs
* The FCA does not regulate tax, trust, probate and estate planning. We work closely with trusted professionals that specialise in these areas and can provide more formal advice where required.
Contact us
Sam Connor . Founder
Orion House
5 Upper St Martin’s Lane
London
WC2H 9EA
Authorised and regulated by
the Financial Conduct Authority.
Rosart is a trading style of Rosart Holdings Limited.
Registered in England and Wales Company No. 11983118.