Rosie Wills
Client Services Manager
Work
Rosie’s career in the sector began with her working for one of the largest financial providers. Since then, she has worked for both partner practices and independent financial adviser firms before joining gpfm.
Rosie provides clients with an exemplary service experience and offers administrative support for the financial planners and paraplanners. However, the best part of Rosie’s role is interacting with clients on a daily basis.
Rest and play
When she’s not working, Rosie is usually looking for her next adventure. A self-confessed thrill seeker and adrenaline junkie, she loves anything involving a bit of dust, water, speed and excitement.
She loves getting behind the wheel of a dirty buggy and tearing through rivers, deserts and wild landscapes abroad. The muddier and more unpredictable, the better! When she’s not chasing adrenaline, you’ll often find Rosie hula hooping or trying something new. She’s always up for an adventure, keeping active and making memories that turn into great stories afterwards.
We asked Rosie...
One question before you go…
How much is enough? Paul Armson’s new book explores that question not just financially, but in terms of our time, ambitions, relationships and the life we want to lead. We think it’s the perfect tool to help you get more from financial planning.
Fancy a chat?
Let’s get together over an initial phone call and establish whether we’re the right match for your financial journey.
Gerald Pepper Financial Management Limited Registered in England and Wales No. 4179541
Registered Office: 6-7 Castle Gate, Castle Street, Hertford, SG14 1HD
gpfm financial planners is a trading name of Gerald Pepper Financial Management Ltd who are regulated and authorised by the Financial Conduct Authority under registration number 195615.
The guidance and/or advice contained within this website are subject to the UK regulatory regime, and are therefore targeted at consumers based in the UK.
The Financial Ombudsman Service is available to deal with individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit: www.financial-ombudsman.org.uk
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