Rosemount Financial Solutions (IFA) announces Scottish Widows partnership

21 May 2024

Rosemount Financial Solutions (IFA), the mortgage, protection and financial planning network, has confirmed a new partnership with Scottish Widows.

The tie-up will see Rosemount’s Appointed Representatives (ARs) enjoy access to the state-of-the-art Scottish Widows platform, which is designed to ensure financial advisers are best placed to secure great outcomes for their clients.

The platform was built specifically for advisers, and provides a suite of planning and research tools, so that advisers are able to make more informed decisions around their clients’ portfolios.

Alongside seamless integrations with the industry’s top back-office systems, tools and apps, the Scottish Widows platform also provides financial advisers with dedicated service and support teams to ensure the best possible experience for both advisers and their clients.

Ranila Ravi-Burslem, Intermediary Distribution Director at Scottish Widows, commented:

“Our focus is on providing a platform that enhances the advice process and makes advisers lives easier, so we’re incredibly pleased to have been selected to partner with Rosemount Financial Solutions (IFA). Rosemount’s appointed representatives will benefit from the significant investment we’re making in our technology and our broad range of investments and wrapper options, all supported by the 5-star service we provide.”

Ahmed Bawa, CEO of Rosemount Financial Solutions (IFA) Ltd, added:

“At Rosemount, we are committed to providing our ARs with the support they need in order to provide a higher level of service to their clients. The Scottish Widows platform will allow them to do just that and ensure that their clients are able to enjoy the best possible outcomes. Rosemount is building a strong reputation within the industry because of the level of support we deliver to our ARs, the family feel they enjoy being part of our team, and we will continue to invest in products and services that allow those ARs to grow their businesses.”
For more information on Rosemount Financial Solutions (IFA) Ltd, visit https://rosemountfs-ifa.co.uk