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

Rosie has two beautiful ragdoll cats called Fifi and Coco who she likes to spoil rotten and loves nothing more than spending time with them.

When she’s not cuddling her furry friends, Rosie enjoys baking sweet treats for friends and family and has an interest in home décor – she even has plans to renovate her home!

We asked Rosie...

Your favourite holiday destination?

Bournemouth

Your favourite song to play in the car?

Any Lizzo songs

The first album you bought?

Spice Girls

If you could be any fictional character, who would you be?

Moana

When the dessert menu arrives, what are you looking for?

Belgian waffle with chocolate and whipped cream

Our team

Committed, strong and driven are just three words to describe our trusted team. Meet the individuals who will go the extra mile for you.

Scott Atkinson

Managing Director & Chartered Financial Planner

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Katie Hately

Chartered Financial Planner

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Simon Frost

Managing Director & Chartered Financial Planner

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Emma Saunders

Financial Planner

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Scott Shadwell

Financial Planner

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Lewis Keates

Paraplanner

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Paige Howles

Paraplanner

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Sheila Kehoe

Client Services Manager

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Heidi Cunningham

Client Services Support

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David Shepherd

Head of Business and Finance

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Rosie Wills

Client Services Manager

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Michelle Good

Operations and Compliance Manager

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