Rosemount IFA

Our Team

meet the team

We have a team of independent financial advisers and support staff. Our specialisms are: Bespoke Management of Pension Funds, Bespoke Management of Personal Investment Funds, Employee Benefits and Protection.

We also provide personalised financial advice on many areas, such as business advice, pensions & retirement options, savings and investments, estate planning, wealth management, equity release, long term care and much more.

Please contact us if you feel we can assist you with any financial advice.

Click below to see more details about each of our team members.

  • Andrew Arthur

    Financial Adviser
     

    Andrew Arthur

    Andrew is the founder of the company. He is qualified through the Chartered Insurance Institute and holds the following qualifications issued by the Chartered Insurance Institute: FPC parts 1,2,and 3, AFPC, paper G10 taxation and trusts, paper G20 - personal investment planning, G30 Corporate Investment Planning, G60 - Pensions; together with appropriate mortgage advice qualifications.

    His industry experience is in excess of 20 years, his specialist advice area is Small Self Administered Pension Schemes, the investments these hold together with the interaction of Inland Revenue rules to provide maximum benefits to directors.

    His aim is to continue to develop the company so that it can maintain direct authorisation status and continue to care for the welfare of its clients.

    FPC, MSFA, G60, MAQ

    Contact Details

    Email: andrew.arthur@rosemount-ifa.co.uk

  • Andrew Grassick

    Financial Adviser
     

    Andrew Grassick

    Andrew has been working in the financial services sector for over 25 years.

    He is well qualified and holds the Diploma in Financial Planning (Dip PFS) and is a Member of the Personal Finance Society.

    Andrew holds specialist qualifications in Taxation and Trusts (G10), Pensions (G60) and Personal Investment Planning (G20).

    He offers advice on a broad range of financial planning, but is particularly interested in Retirement Planning, Inheritance Tax mitigation and Investment portfolio construction.

    Andrew has been with Rosemount over 11 years and has built many long term relationships with clients over that period. This is particularly important because he has experience of managing investment portfolios as clients' financial objectives and appetite for risk develop.

    Dip PFS, G10, G20, G60

    Contact Details

    Email: Andrew.grassick@rosemount-ifa.co.uk

  • Gemma Britten

    Practice Manager
     

    Gemma Britten

    Gemma joined Rosemount in May 2017, replacing Sheila as our Practice Manager.

    Gemma has worked within the financial services industry for over 17 years in various Wealth Management and IFA firms, specialising in managing financial planning and investment management support teams. She has experience of working with HNW, UHNW and International private clients, alongside business owners and financial advisers providing clients with bespoke financial planning and wealth management advice.

    Gemma will provide support to the Rosemount team to ensure the business runs efficiently and more importantly the clients always remain at the forefront of the business.

    CF1, CF3, CF4, RO4, IMC1

    Contact Details

    Email: gemma.britten@rosemount-ifa.co.uk

  • Tony Wonnacott

    Paraplanner
     

    Tony Wonnacott

    Tony has been with Rosemount since March 2010 acting as paraplanner to Andy Arthur and member of our senior management team. He is highly qualified with a background in accountancy as well as financial services. He joined us from a city investment firm and is a welcome addition to the team bringing with him his knowledge and experience.

    FCCA, FPFS, Chartered Financial Planner

    Contact Details

    Email: tony.wonnacott@rosemount-ifa.co.uk

  • Sheila Wigelsworth

    Accounts
     

    Sheila Wigelsworth

    Details to be added

    Contact Details

    Email: Sheila.wigelsworth@rosemount-ifa.co.uk

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  • Marcelle Hack

    Receptionist
     

    Marcelle Hack

    Marcelle joined Rosemount in October 1999, She began her working life at Sun Life Assurance, she took a break from financial services to work in the clothing and health and beauty industries and is now working at Rosemount as a Receptionist.

    FP1

    Contact Details

    Email: Marcelle.hack@rosemount-ifa.co.uk

  • Claire Freeman

    Receptionist
    Sales Support

    Claire Freeman

    Claire joined Rosemount in March 2018, she has a solid secretarial background, having previously worked as a Legal Secretary in various law firms both in Essex and London. Claire not only provides front of house support but also works as a member of our administration team.

    Contact Details

    Email: claire.freeman@rosemount-ifa.co.uk

  • Andrew Gunn

    Sales Support
     

    Andrew Gunn

    Andrew joined us in February 2016, having previously gained work experience at the City of London for Stockbrokers, Global Custody divisions of Investment Banks including HSBC and Pershing (part of Bank of New York) and previously at Reliance Mutual.

    FPC1 and FPC2.

    Contact Details

    Email: andrew.gunn@rosemount-ifa.co.uk

  • Megan Brown

    Sales Support
     

    Megan Brown

    Megan joined us in May 2017 after working in the city for another IFA Firm.

    Megan has been in the industry since 2013 originally starting off as an apprentice, working within a client call centre for various providers and investment products. After gaining her NVQ Megan then moved on to gain more experience within the pensions market working directly with SIPP and SSAS clients. After gaining experience of these products she decided to head into the IFA industry where she has worked with International and HNW clients. Megan has come from an environment where she has assisted advisers in providing full financial planning services and hopes to continue that assistance here.

    Megan joined Rosemount to take over the annual review process and ensure all clients assets are reviewed accordingly. Megan also hopes to take her exams and become fully qualified whilst giving clients our best service.

    Contact Details

    Email: megan.brown@rosemount-ifa.co.uk

  • Rachel Peck

    Sales Support
     

    Rachel Peck

    Rachel joined Rosemount in February 2015 having worked for various Legal, IFA and Investment Companies.

    Her previous Wealth Management experience was for Personal, Corporate and Trust clients and her more recent employment was at BNP Paribas Investment Partners as an Assistant Compliance Officer.

    She has a solid background in Secretarial / Support roles since 2000 and is currently a member of our administrative team helping with new business, valuations and various administrative tasks.

    FPC1, CF2, CF3.

    Contact Details

    Email: rachel.peck@rosemount-ifa.co.uk

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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