Rosan Helmsley

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.

Latest News

Worplesdon Charity Golf Pro Am

In June 2020, 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
June 2020

Services

Wealth Management
Wealth Management is an investment advisory discipline, which incorporates Financial Planning, Investment Portfolio Management and a number of aggregated financial services.Read more
Insurance
Individuals insure cars and property as a matter of course, and there is generally a legal requirement to do so. However, insuring our own lives is often overlooked and death or disability can have a devastating effect, particularly on young families when one parent is not earning.Read more
Retirement Planning
Pensions, in their simplest form, are investment vehicles with tax advantages designed to give all of us a means of accumulating capital for retirement. Read more

Investments

Individual Savings Account (ISA)
An Individual Savings Account (ISA) is available as a cash savings or investment account. Currently, investors are allowed to shelter £20,000 in each tax year in an ISA.Read more
Introduction to SIPPs
SIPPs (Self Invested Personal Pensions) are the most tax efficient method of making provision for income in retirement. SIPPs have a range and flexibility of investment that makes them particularly attractive to those who wish to actively manage their pension investments.Read more
Structured Investment Portfolios
Rosan Helmsley can advise on structuring a portfolio for you encompassing a range of separate investments whilst at the same time ensuring that you maximise all available tax benefits.Read more
Investing for Children
Giving children a sound financial start in life is not difficult with early planning. There are many strategies parents and grandparents can adopt for building tax efficient funds, many of them considered here.Read more