New advisers for Rosemount Financial Solutions (IFA)

Published on

Rosemount Financial Solutions (IFA), the mortgage, protection and financial planning network, has welcomed a series of new advisers during the last three months of 2024.

The following firms joined Rosemount Financial Solutions (IFA) in Q4:

  • 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

In total, the network welcomed 31 new advisers over the course of 2024.

It enjoyed a record 2024, with revenues up by 25% compared with 2023.

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.”

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

COMMENT ON MORTGAGE SOUP

We want to hear from you!
Leave a comment and get the conversation started.
You need to register to post, so please login or sign up below.

Latest articles

The Exeter reports rise in HealthWise app use as remote GP demand leads growth

The Exeter said usage of its HealthWise app increased across all core services in...

Landlords continue shift to company structures as incorporation set to rise in 2026

The number of companies established to hold buy-to-let portfolios is forecast to rise by...

Rosemount rolls out proprietary KYC tool for advisers

Rosemount Financial Solutions has launched its own Know Your Customer tool for member advisers,...

Landlords’ awareness of Renters’ Rights Act rises as concern grows over possession delays

Three quarters of landlords are now aware of the Renters’ Rights Act, with concern...

ASN Bank selects Ohpen to overhaul mortgage technology platform

ASN Bank has appointed Ohpen as its strategic technology partner for mortgages as it...

Latest publication

Other news

The Exeter reports rise in HealthWise app use as remote GP demand leads growth

The Exeter said usage of its HealthWise app increased across all core services in...

Landlords continue shift to company structures as incorporation set to rise in 2026

The number of companies established to hold buy-to-let portfolios is forecast to rise by...

Rosemount rolls out proprietary KYC tool for advisers

Rosemount Financial Solutions has launched its own Know Your Customer tool for member advisers,...