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Rosedale Financial Management
1 Rosedale View
You can also find us at www.rosedalefm.com
...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.
Any data you submit to us via this website will be stored securely. Its only use will be in relation to us responding to your query.