How we take care of your finances
Rosemount Independent Financial Advisers Ltd offer independent financial advice to individuals and businesses specifically designed around their individual circumstances.
You'll get our help to review your existing financial situation and reach a realistic assessment of your likely needs. For this, you'll need to set aside some time to talk to us - the first half hour consultation is free. There's no charge, and no obligation, while we find out together if it's worth going ahead.
Depending on your instructions we will then carry out a 'needs analysis' based on your current situation, and taking into account any specific plans and/or targets you may have. We will then advise you on anything from a short term financial objective to a lifetime financial plan, followed up with regular reviews.
1. Getting to know you
Determine your goals for your financial future and how we can help you achieve them.
2. Information Gathering
Confirm your current situation by completing a Fact Find as well as an Investment Risk Questionnaire.
3. Research and Analysis
Assess and identify any gap in achieving your desired objectives - create an action plan.
4. Presenting your Financial Plan
Discuss and explain our recommendations in line with your Financial Objectives.
5. Implementing your Plan
Complete all necessary documentation.
6. Ongoing Review
To adapt Plan if circumstances change and/or regular monitoring to ensure plans are continuing to meet Financial Goals.