Rosemount Financial Solutions (IFA), the mortgage, protection and financial planning network, has seen a swathe of advice firms join its ranks over the last quarter.
Rosemount has become known for its personal touch and family feel, an approach at odds with big networks. This ethos has attracted significant interest from advisers across the country, with the following firms joining Rosemount as either an Appointed Representative or Trading Style in the last three months.
Jasvir Ramlall, Zeal Wealth, Swindon (joins Rosemount as a Trading Style)
Leonard Williams, Real Deal Financial Services, Kent (joins Rosemount as a Trading Style)
Anthony Muraro, Purbeck IFA, Dorset (joins Rosemount as a Trading Style)
Ryan Burns, Swansea (joins the existing Rosemount Appointed Representative Secure for Life Wealth Management)
Kelly McGarry, Bristol (joins the existing Rosemount Appointed Representative WR Ethical)
Anny Lian, Fatgreen Wealth, a Trading Style of Columbus Fifty Six (joins Rosemount as an Appointed Representative)
Kim Balasubramaniam, Versed Financial, Chichester (joins Rosemount as an Appointed Representative)
Katrina Horstead, Versed Financial, Chichester (joins Rosemount as an Appointed Representative)
Katrina Horstead, Director of Versed Financial, said:
“I chose to work with Rosemount because their reputation as a family-run business with a personal, hands-on approach really resonated. They stood out for their strong adviser/business support, wide lender offering, focus on compliance and tech advances, all while maintaining a close-knit, family-oriented culture. The joining process has been smooth, with clear guidance from the Rosemount team.”
Leonard Williams, Owner of Real Deal Financial Services, added:
“The process of joining Rosemount Financial Solutions (IFA) Ltd is very easy and stress free. After a brief 30 minutes discussion with the CEO Ahmed Bawa, I knew this was the best place for my business. What stood out the most for me was how genuine and easily approachable Ahmed is and his desire to understand, support and help me grow my business. The support from the entire team is second to none. Rosemount Financial Solutions (IFA) Ltd is not just a network, it is an extended family.”
Ahmed Bawa, CEO of Rosemount Financial Solutions (IFA) Ltd, commented:
“It’s been an incredible year for Rosemount, with huge interest from advisers who want to feel valued by their network. We know that many advisers feel overlooked and treated as a number by their networks. Rosemount operates in a very different manner, providing our members with bespoke training and support designed to help them grow their business and achieve their ambitions. We are committed to investing in market-leading technology to help our advisers deliver the highest standards of service to their clients, combined with the family-approach to support which we have become known for. This is just the beginning for Rosemount.”
