Rosemount IFA

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Terms of Business

Terms of Business

Our Client Agreement and Key Facts about our services and costs will be provided to the client prior to business being transacted so that the relationship between the client and the firm is clearly stated and understood.

This will normally take place at the first meeting.

You can download and read the following documents from here:


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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