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.
Worplesdon Charity Golf Pro Am
In June, we were delighted to sponsor a Golf Pro Am event at Worplesdon Golf Club in Surrey. The event was staged to provide a competitive tournament for golfers ahead of them returning to professional golf post the Covid lock down, and at the same time raise money for two great charities – Dan’s Fund for Burns and The Rainbow Trust – a charity providing support for seriously ill children and their families.
The event was a resounding success on a beautiful day, featured 16 European tour winners including the hosts – Andy Sullivan and Paul Waring – as well as a number of rising stars in the mens and ladies game such as Georgia Hall, Charley Hull and Inci Mehmet. The men featured a number of big names including Ross Fisher, Paul Broadhurst, Colin Montgomery, Thomas Detry (who won the event) and my playing partner, Phillip Price, who memorably beat Phil Mickelson in the Sunday singles in the 2002 Ryder Cup, which was a crucial match in securing the European victory that year.
We were delighted to be part of raising over £50,000 for the two charities and this video provides a wonderful summary of the day.
Rob Sandwith – CEO