Wealth Management and Corporate Advisors
Rosan Helmsley was founded in March 2001, and is an independently owned and operated firm of Wealth Management and Corporate Employee Benefit advisers, authorised and regulated by the Financial Conduct Authority (FCA). Based in Guildford, Surrey, we advise a highly diverse range of private and corporate clients throughout the UK.
Being independently owned and operated, we are able to benefit our clients with unbiased objective advice. Each of our advisers is highly qualified with average experience of over 20 years in the financial services industry.
Our focus is on planning and advice, rather than selling products, and we aim to build meaningful and long lasting relationships with our clients. Many of our private client relationships extend to over 30 years, and successful financial planning inevitably requires a continuity in relationships that entails empathy, flexibility, and the ability to adapt plans over time based upon market, macro and individual circumstances.