Rosemount Financial Solutions (IFA) announce strategic partnership with 7IM

15 July 2024

Rosemount Financial Solutions (IFA), the mortgage, protection and financial planning network, has entered into a new strategic partnership with 7IM.

As a result, appointed representatives (ARs) of Rosemount will have access to the 7IM investment platform. The 7IM platform brings together whole-of-market investment products, with a range of tax wrappers available, as well as a raft of free client engagement tools and materials, including an app-based client portal and free cashflow modelling.

Intermediaries will also be able to take advantage of 7IM’s innovative Retirement Income Service, which assists with both the setting and ongoing management of a client’s wealth, taking into account sequencing and goals risk with the ability to adapt the plan over time as the client’s needs change.

Importantly, the fact that the platform is built in-house means it delivers greater functionality and flexibility to users, with 7IM able to focus its development on the needs of user businesses.

The 7IM announcement follows Rosemount’s move last month to enter into a partnership with Scottish Widows, providing ARs with access to the state-of-the art Scottish Widows platform. These partnerships demonstrate Rosemount’s commitment to delivering exceptional value and service to the clients of member firms, providing the tools necessary to build long-term wealth.

Russell Lancaster, Managing Director of Platform at 7IM, commented:

“We are thrilled to partner with Rosemount Financial Solutions (IFA). Our platform has been designed to provide advisers with the tools they need to deliver a great service to their clients, and help them manage their money in a transparent, value-for-money way.”

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

“I am sure our members will be delighted with this latest partnership. As a network we are determined to provide our advisers with a wide range of market-leading solutions, allowing them to assist their clients in building and maintaining their wealth over the long term. Rosemount will continue to build partnerships that will make a tangible difference to our members, with providers that have the same focus on delivering a great experience to advisers and their clients for which Rosemount has become renowned.”

For more information on Rosemount Financial Solutions (IFA) Ltd, visit https://rosemountfs-ifa.co.uk