Rosemount Financial Solutions (IFA) Ltd

🗣️Adviser Chat We recently caught up with Donna to talk about her experience with Rosemount and why she chose our network. Donna is an outstanding adviser, and we’re proud to have her as part of the Rosemount family. Here’s what Donna had to say about working with us:

Happy International Men’s Day With today being #InternationalMensDay, we wanted to take this opportunity to give some of our advisers the floor.

We’re proud of our award winners from Wednesday night. Contractor Financial has been awarded Best Financial Services at The Contracting Awards 2025. Romany Youell won the award for Rising Star of the Year at the Professional Adviser Women in Financial Advice Awards 2025.

We’re two months away from our 20th Annual Conference, and the excitement is building! We’re honoured to be hosting at the illustrious StoneX Stadium. Expect a day filled with insightful sessions, inspiring speakers, and plenty of opportunities to connect and celebrate together.

We’ve welcomed 16 amazing new advisers in Q3! An incredible number of advisers have chosen our network. The continuous development and hard work of our team demonstrate why we’re the network of choice. To find out more click here: moneymarketing.co.uk/news/rosemount…

Lest we forget.

Are you in the dark looking for a new network? We can help you. At Rosemount, we take a personalised approach, getting to understand you and how you work so we can closely support your development. Get in touch today to find out how we can help you on your journey. Contact Us

🎉 Samantha West and Lindsey Siddall Work Anniversary Today we are congratulating both Sam and Lindsey on their 15-year anniversary with our network. We’re proud of this wonderful achievement, and it’s worth celebrating, we’re looking forward to the future with Sam and Lindsey.

🎉Congratulations Mark Williams An incredible milestone for Mark as he celebrates a decade of being an adviser with our network. A fantastic achievement and we’re looking forward to the next 10 years!

Is your network haunting you? Make sure this Halloween your network is supporting you. We offer a wide range of support including our excellent paraplanning team, a common-sense approach to compliance, and more. To find out more here rosemountfs-ifa.co.uk/ContactUs

Becoming Part of our Network as an Adviser We caught up with new Rosemount advisers, Merrick Platts and Chris Exley. Switching from one network to another can be complex, but our team ensures you have everything you need to make the process smoothly. Here’s what they said.

🔷 Meet our Paraplanning Team Our paraplanners, George, Chloe and Jacko play a large role in supporting our advisers. They support with applications, write suitability reports, carry out administrative work and ensure advice meets compliance requirements. Get in touch.

🗣️ Adviser Chat We spoke with Romany Youell. Romany was the youngest financial adviser in the UK when she qualified. An inspiration to young people stepping into finance. It was a pleasure speaking with Romany and finding out why she chose Rosemount. Here's what she said:

@NortonHomeLoans, Offa and @AfinbankUK Join our Lender Panel We’re delighted to announce the addition of three new lenders to our already illustrious panel. This comes after our announcement of @AprilMortgages earlier this month.

🤝South-West Peer Group We hosted our second autumnal peer group last Thursday in Bristol. Having speakers from Hodge, @Zurich, @NortonHomeLoans, @Paymentshield and @HalifaxBank. An excellent day of learning and collaboration with our advisers and speakers.

Introducing April Mortgages to our Lender Panel This addition allows our advisers access to exclusive products like: • Up to 100% LTV • Affordability opportunities up to 7x LTI • Up to 90% LTV on new builds We’re looking forward to working alongside April Mortgages!

🤝End of Q3 We’ve had another brilliant quarter of 2025. Our in-house Cashflow Modeller was launched, which is free to use for our financial planners. This impressive tool allows our advisers to create personalised and white-labelled reports for their clients.

🎉 Another Record-Breaking Quarter We celebrated yet another record-breaking quarter on Friday. It’s always important to recognise these achievements and the hard work that drives our continued growth and success. We wrapped up our quarterly team meeting with pizza and drinks!

🤝South-West Peer Group Next Thursday we head to Bristol for our peer group. We’re looking forward to seeing more of our advisers from the South-West along with speakers from @HalifaxBank, @Zurich, Hodge, @NortonHomeLoans and @Paymentshield.

More than a Network At Rosemount we can help with recruitment, business planning, buyouts, and more. Our common sense approach to compliance and quick turnaround times won't slow you down. If you're looking to take your practice to the next level we’re here to support. Let’s talk