Rosemount Financial Solutions (IFA) Ltd

“There are many things I like about Rosemount. The main thing is the people - they are like one big family. Everybody knows everybody and I like that. If I need to meet with any of my colleagues from Rosemount face to face, they are only 40 minutes away (I don't like Zoom or Teams much) and they are never too busy to see or meet with us. If I need to contact Ahmed for any reason, I can be sure he will answer within the hour - usually less time than that! No matter where he is or what time of the day or day of the week it is. There has never been anything our team in Basingstoke have not been able to help me with.”

“My favourite thing about Rosemount is the family feel, how easy they are to get in touch with and how proactive they are in helping. They make the process smooth and stress free and their expertise has been a game-changer, especially when navigating complex cases.”

“We started with Rosemount as just one adviser and have now grown to a business with 6 advisers and 3 other members of staff. They have helped us grow by supporting us with business advice and always being available if you need any help or support. I would highly recommend Rosemount to an adviser looking to join a supportive network and one where you are treated as an individual, rather than just a number.”

“Since joining the Rosemount family, I have grown my practice from a sole practitioner to now having 5 full time advisors plus 2 administrators with profit and turnover increasing year on year over the last 6 years. This could not have been done without the daily support I receive from the team at Rosemount. The support and guidance has really made the difference and I would say that Rosemount is a great place to be a part of and I’m looking forward to many more successful years.”

“Rosemount is a great company to be a part of. The support they have provided me with over the last 10 years has been invaluable in going from a sole trader, to owning my own thriving business.”

“From my first meeting with Ahmed early in 2014, I knew there was something very special about Rosemount. It’s not always obvious just what that might be, until I needed a very specific (and totally unexpected type of unwavering support) simply to continue running and growing my business. The collective (and substantial) presence of Ahmed, Iain and Anne, ensured that my one-man-band practice wasn’t going to be pushed around by heavyweight corporate stealth/stupidity. I’ll never forget their kind support, smart commercial accumen and solid encouragement, even though they were extremely busy themselves. I’ve never needed to look back, other than to say thank you. Since then, the new generation… Zac, Callum, Grace, Jess, Hayleigh, Paul, Peter, Luke… to mention just a few… walk the walk in the same way…fulfilling Christine’s promise of exceptional support all those years ago at the outset. Walking the walk is what you do best.Thanks for the last 10 years y’all…it’s been a privilege and pleasure to be a small part of your impressive successes… Bring it on!”

“At SFL Wealth Management, we have always been hugely impressed with the level of service provided by Rosemount to us a business and to our advisors. We are very proud of the relationship we have and continue to build together. With Rosemount’s positive guidance and support, we have been able to grow our business and expand our advisor and client base, taking our business to the next level. Communication is easy which is very important - we know we can confidently contact Rosemount at any time always receiving a quick, straight forward and friendly response. A great company to work closely with and fantastic advisor support departments who go above and beyond. Not to mention the great social side of the relationship!”