Barron De Rose

About

I have worked in Financial Services for over 23 years and achieved Chartered status in 2017. I was delighted when the opportunity arose to become a Partner Practice with St. James's Place in 2015. As Director of De Rose Wealth Management Ltd, my focus is to help clients identify their goals, then implement a financial plan to help realise them. I provide regular and specific financial advice to achieve this. De Rose Wealth Management Ltd is able to offer the following services and products as well as more general Financial Planning: • Family Protection - Life Cover, Income Protection and Critical Illness • Business Protection - Relevant Life Plans, Keyman Cover and Share Holder Protection • Investment Planning for Capital Growth/Income – ISAs, Unit Trusts & Investment Bonds • Retirement Planning and Solutions – Personal Pensions, Annuities and Drawdown Options • Inheritance Tax, Estate and Trust Planning Naturally, throughout anyone's lifetime, there will be challenges both in and out of their control which may have an impact on their ability to maintain a Financial plan. I will always be on hand to monitor, review and amend the plan on an evolving basis through regular meetings. In my spare time, I love to walk in the Cotswolds with my wife and our dog. I am also a huge sports fan. I love to watch Rugby and Cricket and I play for a local cricket team each summer. Trusts are not regulated by the Financial Conduct Authority. Advice in relation to Long Term Care may involve a referral to Karehero, a comparison and care matching provider, whose services are separate and distinct to those offered by St. James's Place. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved xx/xx/xxxx