Previously an accountant (no longer practising) with Ernst & Young, Caroline established the business in 1993.
Caroline’s main interest is holistic financial planning and utilising assets to meet clients’ objectives whilst mitigating tax as far as possible. In particular, she enjoys helping families with Care Fees Planning when elderly family members require help.
Caroline is a Chartered Financial Planner, a Fellow of the Personal Finance Society and aMember of the Society of Later Life Advisers.
Caroline has two teenage children. She enjoys travelling, visiting art galleries and walking. She is a keen gardener and has designed and maintains the gardens at Rosebank, also keeping a flock of rare breed chickens.
Rachel has worked in financial services since 1995 and she spent 17 years with HSBC looking after high net worth clients.
She moved to Rosebank Wealth Management in 2012, where she enjoys offering full financial planning services, in particular looking at pre- and post- retirement issues. Rachel is equally comfortable dealing with the corporate financial planning needs of company directors as she is looking at personal financial planning.
She is an active member of the Rosebank Care Fees Planning team.
At home, Rachel is married with two children at school. She juggles work and family life and is a keen squash player, also enjoying spending time in the garden where she harvests fruit to make jam and fruit juices.
Doug has worked in Financial Services for over 26 years. He specialises in advising clients who have financial planning needs in retirement. In particular, Doug is experienced in all aspects of Care Fees Planning.
Doug is married with two grown up children and he enjoys reading, walking and following football in his spare time.
Simon Hyde is Practice Director of Rosebank Wealth Management.
Simon’s main responsibility is the day-to-day management of the technical and administrative function of Rosebank Wealth Management. He also liaises with clients on particularly tricky technical matters. He has a wealth of experience in the finance industry.
Outside of the office, Simon enjoys sampling fine wines, watching sport and coastal walking.
Our efficient office support team ensure that the paperwork is accurate and processed in a timely fashion. Our Client Liaison Manager books our appointments and manages the office.
Nick is a paraplanner specialising in the technical side of financial planning – the design of bespoke financial planning solutions for our clients and taxation matters.
Outside work, Nick plays football and enjoys spending time with his young son.