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Supporting you every step of the way
Rosemount Financial Solutions (IFA) Ltd was founded in 2006 to support and assist Mortgage, Protection and Financial Advisers.
Case Study
Michael joined our team in June 2016, transitioning from a paraplanning role where his annual earnings were £30,000. Impressively, within a span of just 5 years, Michael progressed from being a novice adviser to achieving the remarkable feat of becoming the top producer in 2021, generating an impressive total of £218,000.
Michael’s practice, WPP, has flourished and now is boasting a team of 5 skilled advisers. WPP has experienced a remarkable average annual growth rate of 49%. Throughout its tenure of six and a half years with our organisation, WPP has achieved a turnover of £1.16 million, consistently maintaining an annual average of £300,000. Leveraging both the comprehensive support we offer and our exposure to our industry expertise, we have successfully accelerated the earnings trajectories of many advisers, enabling individuals to reach their financial goals.
With over two decades of experience in working with advisers, we have learnt our training and support must be bespoke for you. Upon joining our family run network, we provide training on our policies, procedures and systems prior to your appointment date. Once appointed, training is tailored to your needs.
We run face to face group training days throughout the year. We also have exclusive training plans on Protection or Equity Release. Training is offered for all our advisers across a the wide sector.
Your Partner in Success
Experience - Supporting our advisers since 2006
Whole of market Mortgage & Protection advice
Currently supporting over 140 individual advisers
Fully independent Financial Planning proposition
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About the Network
What day to day support would I get from Rosemount?
Is the above adviser growth example really achievable?
What training and development opportunities do you offer?