Here at Rosemount we continue to evaluate the products and investments that are available for clients and this can be demonstrated by the variety of the portfolios that our clients hold. Having a diverse portfolio has been of significant importance over the last five years. This has meant that our clients have seen tangible benefit from our advice and are therefore happy to recommend us to family, friends and acquaintances alike. We are here to make your money work harder for you and help you to make better financial decisions.
I have pensions that I have been accruing over the years, but I have no planned investment or income strategy - can I afford to retire and still have a good standard of living?
It's important to me to preserve my wealth. I need to make sure my assets are protected against potential threats and also that I'm making the most of any tax benefits.
My income is my priority. I want to make sure my investments are generating as much as possible. Will my investments and income keep up with inflation?
I want to pass on my remaining wealth to my family but may need to go into a nursing home. How do I protect my assets but still leave provision for myself?
9 Hare Hall Lane, Gidea Park, Romford, Essex, RM2 6BD
Phone : 01708 742777 email@example.com
Rosemount Independent Financial Advisers Ltd is authorised and regulated by the Financial Conduct Authority (www.fca.org.uk/register). Financial Services Register No: 540034
Rosemount Independent Financial Advisers Ltd.
Registered in England and Wales, No. 07248271. Registered Office: 9 Hare Hall Lane Gidea Park, Romford, Essex, RM2 6BD
The guidance and/or advice contained in this website is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK
Decisions should not be taken based solely on the content of the website and individual advice should be sought first.
Regulations, levels and bases of taxation are subject to change.
Our alternative dispute resolution provider is the Financial Ombudsman Service.
Their website is financial-ombudsman.org.uk