Contact Details

Email: Click to send us an email
Phone: 01246 567234
Post: Rosedale Financial Management
1 Rosedale View
S42 7HG

You can also find us at

Before we can advise you...

...we need to make you aware of how we work and how we are paid.  To comply with FSA requirements we must ask you to fill in and sign a Client Agreement form.

If you want us to advise you about funding long term care we also need you to fill in a Fact Finding Questionnaire to make us aware, as fully as possible, of your circumstances.

We can post these forms out to you or you can save time by downloading them from the links above (and at the bottom of the page) and printing them before filling them in and posting them back to us at the address above.

If you are enquiring on behalf of a relative for whom you hold Lasting or Enduring Power of Attorney we will need to have a certified copy of the Power of Attorney Agreement.

And finally... if you are enquiring about Immediate Care you must fill in and return to us a copy of our Care Fees Plan form too.

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Resources available on this page...
  Client Agreement (PDF: 250kB)
  Fact Finding Questionnaire (PDF: 500kB)
  Care Fees Plan Form (PDF: 65kB)
  GDPR Privacy Notice (PDF: 230kB)

Financial management from Rosedale