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...
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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