Welcome to Rosan Helmsley
Rosan Helmsley is a leading firm of Independent Financial Advisers authorised and regulated by the Financial Conduct Authority. Based in Guildford, we advise private and corporate clients throughout the U.K.
Our Services
SIPPs (Self Invested Personal Pensions)
ISAs (Individual Savings Accounts)
Key Issues
Key Guides
Topical guides to financial planning issues.
Updated April 2013
Pensions and tax planning for high earners
This guide explores one of the key planning areas for higher and additional rate taxpayers, with an emphasis on one of the few ways of obtaining full income tax relief: pension contributions.
Introducing auto-enrolment and NEST
‘One of the biggest reforms in decades’
The automatic enrolment of employees and certain other workers into workplace pension schemes.
Budget 2013
Wednesday 20th March 2013
Rosan Select
Buy our preferred funds online.
Professional Connections
Working with solicitors and accountants.
