General:

Rosalyn retired from a long and prestigious career in financial services with her final position at Investment & Retirement Solutions Ltd, but she remains closely connected with us as Relationship Director and Later Life Specialist. Paul C is now being responsible for the delivery of regulated advice to Rosalyn’s former clients.

Not quite grasping the concept of ‘retirement’ Rosalyn works with the Investment & Retirement Solutions team as a Later Life subject matter expert, a position recognised by her appointment as a Society of Later Life Advisers (SOLLA) Ambassador, in which she is involved in training and giving talks to financial advisers and lawyers about the technically challenging (and sometimes contradictory) rules surrounding Later Life issues. Rosalyn is particularly knowledgeable about issues surrounding care funding, local authority later life provision, NHS later life provision and Lasting Powers of Attorneys.

Rosalyn is also the Chair of Trustees of The Ringsfield Hall Trust, a thriving Outdoor Education, Nature Conservation and Christian Retreat Charity, operating from a 55-bed country house and farm, based in wonderfully biodiverse woodland and meadows within the Suffolk countryside.

Rosayln’s spare time is absorbed in her role as hu-mum to two dalmations and collecting rosettes from shows including Crufts.

Authorisation:

This member of staff is NOT authorised to provide regulated financial advice