About Barron De Rose

Barron De Rose

Barron is a highly professional adviser, who has been providing expert financial advice on Family Protection, Taxation Efficiency, Investment Planning and Retirement Planning for the last 13 years and has over 20 years of experience in the financial services industry.

About

Barron holds the Chartered Institute of Insurance (CII) Diploma in Financial Planning. Furthermore, he has achieved the highest CII Qualification available in both Pension Planning and Taxation and Trusts*.

Barron adopts a holistic approach to all areas of financial planning. He passionately believes that expert advice can only be provided when a full and comprehensive understanding of a client’s personal and financial details has been established. Once this has been confirmed, only then can a client’s financial objectives and aspirations be put into context and a suitable advice solution provided. This detailed approach is the foundation on which long term relationships are built.

Throughout his long and successful career, Barron has dealt with a wide demographic of clients with vastly differing needs and objectives. He has a long history of dealing with Educational Professionals and has a clear understanding of both Teacher’s and Lecturer’s Pension schemes.

Barron prides himself on being a Retirement Solutions specialist with a principle aim of providing financial security and ensuring funds are managed effectively to help enable a richly deserved and fulfilled retirement.

*Trusts are not regulated by the Financial Conduct Authority.

Testimonials

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My wife and I have always found Barron to be knowledgeable, reliable and helpful in dealing with our investments. He always responds very quickly to our requests for information and I have no hesitation in recommending him to potential clients.
David M Wilson |Retired

Accreditations

Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
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The 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 www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

De Rose Wealth Management Ltd is registered in England and Wales, Number 11987161. Registered Office: 251 Prestbury Road, Cheltenham, GL52 3ET.