Companies  

Rosemount sees strong adviser growth

Rosemount sees strong adviser growth
“It’s been an incredible year for Rosemount, with huge interest from advisers who want to feel valued by their network" (Photo: SHVETS production/Pexels)

Rosemount IFA has welcomed eight advisers to its network over the past quarter.

Rosemount CEO, Ahmed Bawa, said: “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.

Article continues after advert

“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 pir advisers deliver the highest standards of service to their clients, combined with the family-approach to support which we have become known for.”

These ARs included Jasvir Ramlall from Zeal Wealth, Leonard Williams from Real Deal Financial Services, and Anthony Muraro from Purbeck IFA which all joined Rosemount as a trading style.

Meanwhile, Ryan Burns joined from the existing Rosemount Appointed Representative Secure for Life Wealth Management and Kelly McGarry joined from the existing Rosemount Appointed Representative WR Ethical.

Additionally, Anny Lian from Fatgreen Wealth, and Kim Balasubramaniam and Katrina Horstead both from Versed Finance, all joined as appointed representatives.

Horstead stated: “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.”

Additionally, Real Deal Financial Services owner, Leonard Williams, said: “The process of joining Rosemount Financial Solutions is very easy and stress free.

“After a brief 30 minute 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.”

tom.dunstan@ft.com

What's your view?

Have your say in the comments section below or email us: ftadviser.newsdesk@ft.com