Wealth done wisely

for over 30 years

Our core purpose is to educate, inspire and empower our clients to live their ideal lifestyle by helping them reach financial independence.

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We'll always help you plan ahead so you can protect your family

Our financial plans are designed and built around your financial future and the lifestyle you want to lead. We'll help protect against the unexpected and provide for the people who depend on you.

planning

We'll make the most of your money so you can pursue your goals

Our investment planning is designed to match your financial goals and objectives with your financial resources and how much risk you are willing to take on.

investment

Rosemount in numbers

Rosemount in numbers

I’m extremely grateful to you and the Rosemount team for the financial advice and support over the years, which has given my family lasting security. Your guidance on property and critical care cover was invaluable. I look forward to Rosemount supporting future generations.
Matt
Rosemount certainly does provide a very safe and secure background to our trust. We know that the money we give them is in safe hands and I know Richard has a very, very good relationship with Andy and trusts him 100%.
Maureen
The great advantage of dealing with Rosemount is that they'll listen to you and tailor your requirements into a meaningful long-term plan. Andy and Rosemount have been instrumental in building the investment portfolio so that it is both secure and generates a reliable annual income to the trust.
Richard
Afterward our meeting in 2013, I started drawing down, varying the amounts according to need. This month I hit an interesting milestone. The current valuation is £100,000 above my starting level. Please keep up the good work and many thanks.
Malcolm

Growing trust with Rosemount

Richard Jenkins and Maureen Amar talk about their experience of working with us, and the impact our financial advice and investment management had on growing their Trust.
Watch case study

Get in touch

Drop us a message or give us a call and one of our team will happily help you.

01708 742777
info@rosemount-ifa.co.uk
Rosemount, 9 Hare Hall Lane
Gidea Park, Romford, RM2 6BD
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