Rosemount IFA

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.

Financial Planning process

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.

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