Rosemount Financial Solutions (IFA) welcomes new advisers in growth drive
21 February 2025
Rosemount Financial Solutions (IFA), the mortgage, protection and financial planning network, has welcomed a host of new advisers over the last quarter.
The following firms joined Rosemount Financial Solutions (IFA) during the final quarter of 2024.
- Adam Robinson - Coastline Financial
- Graham Nash - Castle Stonebridge
- Alex Pugh - Castle Stonebridge
- David Winder - Rosemount Wealth Management
- Shital Patel - Prism Financial
- Mike Parker - Avondale Associates
Rosemount Financial Solutions (IFA) has won attention from advisers looking for a new home, as a result of its personal touch and family feel, and over the year welcomed 31 new advisers. This is in stark contrast to some of the big networks where advisers can feel overlooked and underappreciated.
The network enjoyed a record 2024, with revenues up by 25% compared with 2023. This was just the latest outstanding year for Rosemount Financial Solutions (IFA), with revenue growth over five years hitting 56%.
Adam Robinson, Managing Director of Coastline Financial, said:
“I chose to work with Rosemount because their reputation as a family-run business with a personal, hands-on approach really resonated. They stood out for their strong adviser/business support, wide lender offering, focus on compliance and tech advances, all while maintaining a close-knit, family-oriented culture. The joining process has been smooth, with clear guidance from the Rosemount team.”
Alex Pugh, Independent Financial Planner at Castle Stonebridge, added:
“We chose to partner with Rosemount Financial Solutions from having several discussions with other independent adviser networks. Rosemount stood out to us, not only because their reputation is very strong, but they are moving in a forward direction with their ethos perfectly aligning with where we wanted Castle Stonebridge Financial Planning to be.
“Since joining, I have been extremely impressed with their overall adviser support, quick response times, commitment to compliance and simplified processes which as an adviser makes my job easier. This allows me to complete the advice process efficiently whilst ensuring we are doing the right thing for our customers. Without a doubt I would recommend Rosemount Financial Solutions (IFA) to any adviser looking to follow the same path we did or any firms who are having difficulties with their current systems.”
Ahmed Bawa, CEO of Rosemount Financial Solutions (IFA) Ltd, commented:
“Rosemount enjoyed an incredible, record-breaking year in 2024 and that’s down to our advisers. Across the network, our advisers go the extra mile to deliver for their clients, and our new members embody that ethos. We are committed to providing them with the support they need, whether that’s expanding the lender and provider panel, delivering tailored training or incorporating technology which will take on some of the heavy lifting for advisers.
“I have no doubt that with our new advisers on board, and the exciting improvements we have planned for the coming months, 2025 will be another successful year.”
For more information on Rosemount Financial Solutions (IFA) Ltd, visit https://rosemountfs-ifa.co.uk
