Rosie Hooperis Financial Planner at Quilter.
Career
Rosie started in Financial Services in 1999 and is a highly regarded Chartered Financial Planner and a Fellow of the Personal Finance Society. Rosie enjoys helping her clients see what their future lifestyle may look like by using cash flow forecasting tools and creating realistic financial plans to help them achieve their goals.
Her ability to take a complex subject and deliver straight talking honest advice so clients understand is her strength. Her specialties include retirement planning, protection, inheritance tax planning and wealth preservation. Rosie is STEP Affiliate so works closely with Solicitors and Accountants to deliver estate planning to their clients.
Rosie also holds the Long term care qualification and the highly regarded Level 6 Defined Benefit Pension Transfers.
