
Rosemount website
Financial Planning network Rosemount Financial Solutions (IFA) added 10 new advisers between April and June.
The Basingstoke-based network’s total number of advisers now stands at more than 150, it said.
The growth in advisers has helped the firm achieve new records in financial performance, it said, with revenues in the first quarter of this year up by more than a third on the same period of 2024.
In the year to date Rosemount has seen net growth of 14.5%, according to analysis from Network Consulting.
Ahmed Bawa, chief executive of Rosemount, said the firm’s ability to support advisers moving into full Financial Planning, “has been a big driver in our growth to date.”
He said: “For too long advisers have felt overlooked by their networks, treated as numbers on a balance sheet. We are getting to know each individual adviser, their hopes and aspirations, and putting a support structure in place to help them achieve those goals.”
The new advisers who joining Rosemount between April and June were:
Rosemount was founded in 2004 as Mortgage Solutions for You, but rebranded to Rosemount Financial Solutions (IFA) Ltd in 2006. Last year it added 31 advisers, 12 of which were Financial Planners with the rest being mortgage and protection advisers. It reported 25% growth in revenue year on year in 2024 with total AUM climbing £500m to £2.5bn.
• Financial advisers Laura Duncan and Chris Pickering have joined national advice firm Continuum from financial services mutual Wesleyan as Independent Financial Advisers, based in the north west. Chris Pickering is based in Clitheroe. He began his financial services career as a mortgage adviser in 2008. After a period as a financial adviser in Marbella, Spain, he returned to the UK during the Coronavirus pandemic in July 2020 and joined Wesleyan. Laura Duncan is based near Blackpool. She began training as a financial adviser in 2014 at Skipton Building Society. After six years she moved to Wesleyan where she quickly became one of the top performers for five years.