Rosemount Financial Solutions (IFA), the mortgage, protection and financial planning network, has confirmed 2024 was the most successful year in its history.
The network enjoyed 25% growth over the year, setting new company records in a range of areas. This impressive growth was bolstered by the 33% increase in protection business secured by Rosemount’s advisers across 2024.
The record-breaking year is the continuation of exceptional annual results for Rosemount Financial Solutions (IFA), which has now seen growth over 56% over the last five years.
The outstanding performance across 2024 was announced at Rosemount’s annual conference, held last week at Fidelity International’s offices in Cannon Street, London.
The conference included presentations across a wide range of topics, spanning from the economic situation and political outlook to second charge mortgages and addressing behavioural bias in clients. Sessions were presented by firms including: HSBC, Santander, Barclays, Coventry Building Society, Nationwide Building Society, The Exeter, Loans Warehouse, Vanguard, Fidelity, Legal & General, Canada Life and 7IM.
Advisers also benefited from a talk from surprise guest, Tony Adams, the former England and Arsenal captain, who spoke about his experience with addiction and the partnership between his mental health support business, Six MHA, and Rosemount.
In addition, Rosemount announced further support for its chosen charities, Stepping Stones DS and Hazie Days. These charities support children and young people with down’s syndrome, and children with additional needs, respectively.
Over the year Rosemount donated £4,500 to the charities, with an additional £4,256 donated by advisers on the day. The network confirmed it will be holding a charity ball this year in order to raise further funds for the charities.
Ahmed Bawa, CEO of Rosemount Financial Solutions (IFA), said:
“Our annual conference is always a special day in the calendar, but this year’s was even more significant than usual given the incredible performance across the network over the last 12 months. This level of growth is little short of extraordinary, given the challenges advisers have faced in certain sectors, and is a tribute to the incredible standard of advisers within the Rosemount family.
“The presentations and seminars on the day were outstanding, and I would like to thank our partners for their support. These sorts of events are just one of the ways that Rosemount goes the extra mile for our advisers, providing them with the tools they need in order to set even more records in 2025 and beyond.”
