HOOPER Rosie

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HOOPER
Rosie

Financial Planner at Quilter

Quilter

In the rating: #1 Financial Planner

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1. Career

Biography

Rosie Hooper is 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.

Rating GlobalENG.biz

Takes place №3152 In rating England personalities general
Takes place №290 In rating Business area
Takes place №1 In rating Financial Planner profession

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BERRY Alex

External Communications Manager at Quilter
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BERRY Alex

External Communications Manager at Quilter
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PATEL Hinesh

Portfolio Manager at Quilter
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Quilter is a British multinational wealth management company formed to take over the UK wealth management business of Old Mutual plc after its separation of business. It is listed on the London Stock ...

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HOOPER
Rosie