Empowering your financial future, one relationship at a time.
Our Story
At Rosemount, our core purpose is to educate, inspire and empower our clients to live their ideal lifestyle by helping them reach financial independence. We believe that with the right guidance, our clients can make informed decisions about their financial future and achieve their goals. Over the years, we have built our reputation on successfully helping our clients pursue their life goals, whether that be advising business owners, families or investors.
Our Services
As a whole-of-market independent financial adviser, we offer a range of services designed to help our clients achieve their financial objectives. Our team of experienced professionals works closely with our clients to understand their unique hopes, dreams and fears, and develops tailored financial plans to meet their individual needs. Our services include:
Financial Planning: Our financial planning service is designed to help our clients achieve their financial goals, whether that be saving for a specific goal, planning for retirement or simply creating a financial emergency fund. We take the time to listen to our clients, understand their circumstances and create a personalized plan to help them achieve their goals.
Investment Planning: Our investment planning service is designed to help our clients grow their wealth over the long-term. We offer a range of investment funds to suit our clients' different needs and risk tolerance, and work with them to create a personalized investment plan that meets their financial objectives.
Independent Advice: As a whole-of-market independent financial adviser, we are able to consider all the products available to our clients and provide independent advice tailored to their individual needs. We do not receive any commission from the products we recommend, which means our clients can be confident that our recommendations are in their best interests.
Our Team
At Rosemount, we believe that our people are our greatest asset. Our team of experienced professionals is dedicated to providing our clients with the highest level of service and expertise. Our team includes a range of experts, including financial planners, investment managers and administrative staff, all of whom are committed to delivering exceptional service to our clients.
Our Culture
At Rosemount, we believe in the importance of building strong relationships with our clients. We understand that every client is unique and has their own set of circumstances, goals and objectives. We take the time to listen to our clients, understand their needs and develop personalized financial plans to meet their individual needs.
Our Values
Our values are at the heart of everything we do. We believe that honesty, integrity and transparency are essential in building strong relationships with our clients. We are committed to providing our clients with the highest level of service, advice and guidance, and to helping them achieve their financial goals.
Our History
Rosemount has a long and proud history of providing exceptional financial advice and service to our clients. With over 30 years of experience, we have built a reputation as one of the leading independent financial advisers in the UK. Our team of experienced professionals has a deep understanding of financial markets and the challenges that our clients face, and we are committed to providing them with the highest level of service and expertise.
Excellent Service
The reviewers have praised the exceptional service provided by Andrew, who was found to be very friendly and informative. The reviewer, Julia Davies, has given the highest rating of 5 stars, highlighting the exceptional quality of the service.
Punctual and Courteous
Andrew was punctual and courteous, which seems to have impressed Julia, who would thoroughly recommend the service to others.
Summary
The reviewer has praised Andrew's friendly and informative nature, which has led to an excellent overall experience.
