Welcome to Erin Rose Financial

At Erin Rose Financial we provide bespoke face to face financial planning advice to private clients and business owners. Our advice is personalised to achieve your personal and/or business goals. 


Promotions

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Our Values

Not just a number

Whilst I may work in a world of numbers, I like to make sure each person that meets me feels comfortable, and that they are important and not just a number. That is very important to me.

Open conversations

The role of a Financial Adviser is to find the right balance of listening and advising. I encourage open, simple and clear conversations, making sure my clients understand all the options that are available to them so that we are making decisions together.

Knowledgeable Professional

I always deliver a professional service, ensuring structure and process is followed to enable a smooth and seamless financial planning experience for all my clients. Professionalism, honesty and trust are important to me because I believe, they underpin the exceptional service I deliver whilst backed by my own experience and knowledge.

Testimonials

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I highly recommend Erin Mason as a financial adviser. She is extremely reliable, has excellent understanding of my personal situation, explaining the options, making the best recommendations. Erin is professional, open, honest and trustworthy and very pleasant and supportive. I am very pleased wi...

Hilda Haddon| Retired, East Calder

SJP Approved 25/09/2025

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.