Donna Robertson
Rosewood Wealth Management Ltd
Minimum savings/pensions: Over £100,000
Minimum mortgage: Over £100,000
0330 038 8939
Based in Chesterfield
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: July, 2019
4.9 out of 5
Checks carried out by VouchedFor
FCA Regulated
Donna and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 25 March 2025
Donna and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
16
Recent Client Reviews
Donna has received 16 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Donna has received 16 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 31 March 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
10
Qualifications Uploaded
Donna has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
10 qualification certificates available to view
Donna has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Donna has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Donna has provided information on their typical fees
Donna has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
65
Positive First Impressions
98% of VouchedFor users have had a positive (4 or 5 star) first experience with Donna (based on 65 first impressions)
98% of users who are not yet clients had a positive first experience with Donna
98% of VouchedFor users have had a positive (4 or 5 star) first experience with Donna (based on 65 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Donna and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 25 March 2025
Donna and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
16
Recent Client Reviews
Donna has received 16 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Donna has received 16 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 31 March 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
10
Qualifications Uploaded
Donna has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
10 qualification certificates available to view
Donna has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Donna has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Donna has provided information on their typical fees
Donna has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
65
Positive First Impressions
98% of VouchedFor users have had a positive (4 or 5 star) first experience with Donna (based on 65 first impressions)
98% of users who are not yet clients had a positive first experience with Donna
98% of VouchedFor users have had a positive (4 or 5 star) first experience with Donna (based on 65 first impressions)
With 22 years of committed experience, Donna lives and breathes the Financial Services industry. Donna initially set out as a bank teller at age 18, qualified as a Financial Advisor at 22, and through her attentive and unwaveringly professional approach, worked her way to becoming an Independent Financial Advisor in March 2013. Donna strives to build solid relationships with her clients based on trust and mutual understanding. Specialising in Investments and Pensions, Donna has throughout her career kindled a reputation for honesty and reliability, always going above and beyond to secure her client’s financial futures whilst keeping close contact. Financial planning can be a part of one’s life that is often unnecessarily bogged down with jargon and complicated legal vernacular. One of Donna’s main strengths has always been her ability to communicate this side of the process to clients in a frank and straightforward way, breaking down in her own terms how you can make the most of your money. Donna’s dedication is matched only by her expertise in Financial Services, and her pride in upholding the standards and ethics of the FCA. Always looking to better herself, Donna is now working towards attaining her Chartered status as a Financial Planner. However, self-improvement is not where it stops for Donna, as she and Rosewood strive to create a different kind of wealth management based around close client relationships, personal support and honest, consistent advice. When not working with clients, Donna might be found in the cinema or the gym, and she likes to get away on the weekends with her husband, Ben, daughter, Erin and Cooper the Bloodhound.
Offers available through VouchedFor
Contact Donna through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Donna's clients
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Adviser Disclaimer
Donna Robertson is directly authorised and regulated by the Financial Conduct Authority. FCA number is 841587.