Rosemount In The Media

'It's no surprise that many brokers never quite find the time to sit down and think about their own business goals.' Said Ahmed Bawa, CEO, Rosemount Financial Solutions (IFA) Ltd. Brokers must take time to ensure they are taking their own advice. With brokers understanding how important planning is, more should take their own advice and lay out a plan for their future.
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The Intermediary logo over two modern sky scrapers
Ahmed Bawa, CEO, Rosemount Financial Solutions (IFA) Ltd, sat down on PA TV's Advise Lens to speak about the recent open letter to Emma Reynolds MP. Bawa said: 'The FCA is trying to promote innovation and trust, but that can't happen if advisers live in fear of inconsistent and overly harsh rulings from the Financial Ombudsman Service. The disconnect between the two bodies is stark'
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Rosemount added seven new adviser firms during the first quarter of 2025. This is now the second highest growth in adviser numbers in percentage terms of any network. Rosemount Financial Solutions (IFA) Ltd, CEO Ahmed Bawa said: 'Advisers choose Rosemount because we combine the independence they value with the infrastructure they need to thrive'
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Rosemount Financial Solutions (IFA) Ltd announce 4C Platform partnership. The partnership means the online system supports advisers with identifying and and applying for the right Private Medical Insurance polices. Ahmed Bawa, CEO, Rosemount Financial Solutions (IFA) Ltd said: 'It's yet another example of Rosemount going the extra mile.'
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Rosemount Financial Solutions (IFA) announces new promotions across sales, operations and relationship management. Zac Bawa has been promoted to Sales Director, Jacob Bawa now Operations Director, Anne Sykes promoted to Strategic Adviser Manager and Callum Wilkinson promoted to Strategic Relationship Manager.
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A new website has been launched from Rosemount Financial Solutions (IFA) Ltd to support its network of Appointed Representatives. The new platform will include key resources and documentation for advisers. Ahmed Bawa, CEO, said: 'This new website is core to our mission of supporting our advisers.'
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Rosemount Financial Solutions (IFA) held their first peer group of the year. This event took place in Kent with six speakers discussing a range of financial topics. Ahmed Bawa, CEO, said 'The Peer Groups are a fantastic example of how networks can provide real value to members'. This is the first peer group of the quarter with Bristol next.
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Rosemount Financial Solutions (IFA) have partnered with Chetwood Bank. Members of Rosemount will now have access to both CHL Mortgages and ModaMortgages. Both brands provide a suite of buy-to-let mortgages, assistance for first-time investors, as well as people with small to large portfolios and borrowing through a limited company.
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Redwood Bank has been added to Rosemount Financial Solutions (IFA) lender panel. Redwood Bank are known for their commercial and buy-to-let mortgages. This provides Rosemount advisers with access to mortgage products and enhancing the options available to their clients. They join a lender panel that already hosts Perenna, Atom Bank, Market Financial Solutions and Together, all who joined in recent months.
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Rosemount Financial Solutions (IFA) have taken on six new advisers across five advice firms. The network has now seen 31 new advisers join throughout 2024. Ahmed Bawa, CEO, stated ‘Rosemount enjoyed an incredible, record-breaking year in 2024 and that’s down to our advisers. ‘I have no doubt that with our new advisers on board, and the exciting improvements we have planned for the coming months, 2025 will be another successful year.’
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Rosemount Financial Solutions (IFA) Ltd offer a wide range of options for advisers to ensure they are receiving the best help possible. The recent introduction of lenders Together and Perenna provides advisers with an even wider range of available products. Advisers have a chance to move into different areas of the market with assistance of lenders. There is a framework to help advisers develop their skills as Rosemount have ensured they are in a position to help every step of their journey.
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Rosemount Financial Solutions (IFA) has expanded with three new hires, Hrutuja Patnekar, a full stack developer specialising in AI, Ash Yavari a UX/UI designer and Calum Anderson a social media and marketing assistant. CEO Ahmed Bawa has stated that these new additions and technological investments are designed to enhance adviser efficiency and help the network to differentiate itself from competitors.
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Rosemount have added eight advice firms in the last quarter. Of the eight, three firms have joined as a trading style and five appointed representatives. CEO Ahmed Bawa has previously stated the family-feel to the company. New advisers explained the decision to join Rosemount because of the culture and close-knit feel.
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Rosemount Financial Solutions (IFA) we have formed a strategic partnership with 7IM, granting our appointed representatives (ARs) access to 7IM’s investment platform and Retirement Income Service. This collaboration aims to enhance the service offered by our ARs by providing advanced tools for managing client finances transparently and cost-effectively. Both our CEO, Ahmed Bawa, and 7IM’s managing director of platform, Russell Lancaster, expressed enthusiasm about the partnership’s potential to benefit advisers and their clients. This follows a recent similar agreement between us and Scottish Widows. You can read the full article by clicking the link:
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Rosemount Financial Solutions (IFA) Ltd are proud to announce the appointment of Contractor Financial as an appointed representative. Founded by Billie Davoile and Jo Elwell, Contractor Financial specialises in tailored financial advice for contractors and self-employed individuals. If you like to read more about this exciting partnership, please click the link to a recent article in the Intermediary magazine:
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Rosemount Financial Solutions (IFA) Ltd raised £2,705 for charity partners Stepping Stones DS and Hazie Days during its Annual Conference held in Canary Wharf, London in early January. The total amount raised for charities in the past 12 months is over £27,000.
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Rosemount Financial Solutions (IFA), a prominent UK-based independent mortgage and financial planning network, has renewed its contract with Twenty7tec to expand its access to the tech provider’s FINPLAN practice management and CRM solution. FINPLAN offers a customisable workflow, allowing advisers to create tailored fact-finding screens for various advice processes. This allows advisers to construct unique fact-finding tools for mortgage and protection cases, ensuring precise advice, real-time management data, and the monitoring of financial performance metrics.
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