Just over a year ago, Donna Robertson (pictured), set up Rosewood Wealth Management alongside Shannan Pool-Gorman with the aim of creating a more bespoke financial planning service for clients. Donna talks to Business Network about how the Chesterfield-based business has fared during lockdown, taking on their first apprentice and receiving support from the Chamber

Tell us all about Rosewood Wealth Management? Rosewood Wealth Management was established in August 2019. We believed financial planning needed to be brought back to basics, and so together as business partners and friends, we founded Rosewood upon the fundamental principles of personal, intimate support and frank, honest advice tailored to the needs of the client. Our services are tailored to suit

every step of their journey, including investments, pensions protection, mortgages and equity release.

Who are your main customers and what is your USP? We believe financial advice should be available to everyone regardless of their financial situation. We are two women who are extremely

driven and focused. We try to make sure that everything we do makes a difference to our clients’ future and we are always looking at ways that we can help within our local community.

How have you fared during the Covid-19 pandemic? Covid-19 has posed some challenges around being able to see clients. However, we have overcome this by being able to move with technology and have used Google Meet to do video appointments. It’s meant business has been able to continue as normal, including taking on new clients.

What are the company’s plans for the future? We plan to continue growing the business by working with both new

and existing clients by supporting them in achieving their financial goals and objectives. We also plan to continue supporting our local community in any way we can, from helping local sports teams to collecting toys for Christmas for the local hospital. We have also recently taken on financial services administrator Abigail Denman via a bespoke apprenticeship scheme and are very excited to help her progress her career in financial services.

How long have you been a member of East Midlands Chamber, and what encouraged you to join and continue your membership? We joined the Chamber earlier this year. We were in the process of taking on an apprentice and wanted to make sure we had

New daily flights to Northern Ireland

People in the East Midlands now have a direct route to Northern Ireland after new flights launched to Belfast. Despite the pandemic having a

major impact on the aviation industry, Stobart Air – operator of Aer Lingus Regional – began operating three daily return flights between East Midlands Airport and Belfast City Airport on 1 October. It is the only service connecting

the region and Belfast. The route will be operated by an ATR72-600 aircraft and flight times last up to an hour and 15 minutes. East Midlands Airport’s

operations director Phillip Morris said: “We’re delighted that Stobart Air has stepped in to offer our passengers a new service to Belfast. The three daily flights make it easy for people to travel from this region to explore all that Northern Ireland has to offer, whether for a day trip or longer breaks.” Stobart Air managing director

Andy Jolly added: “As a result of the Covid-19 pandemic, Stobart Air has been challenged and we have worked hard over the past number of months to protect our airline and to position us for the future, once restrictions ease and passenger demand increases.”

16 business networkOctober 2020

access to a full HR suite for their protection, along with using local businesses to support us.

Which membership products have you used and how did they help your business? We have used the ChamberHR portal to help with new employee documents and procedures. This has meant we’ve been able to make sure everything has been done in the correct way and no shortcuts have been taken.

What do you believe is the most important role of a chamber of commerce? I think it is great to be part of a network and be able to work with like-minded people who want to be help improve local businesses and communities.


In August, the Chamber welcomed 24 new members:

• Access2Funding • Althaus Digital • Avalon Cabins Ltd • Bandwagon • CFO4Growth • Culture Scoop • Cuvette Property Consulting Limited

• Euphoria Living Ltd • Green Heart Clean Ltd • HR Lincs Ltd • ICE Chartered Accountants • Jewellery by Beth • Ketchup Marketing Ltd • Longcliffe Group Limited • Loreus • Park Place Consulting Ltd • Pumpkin PA Business Support

• Quality Safety Consultants Limited

• Quickwork Ltd • Rosewood Wealth Management

• Samritz Healthcare Ltd • Slice Solutions Ltd • Tunco Ltd • Utility Warehouse

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