Rosemount adds 12 advisers as revenues rise by 39%

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Rosemount Financial Solutions (IFA) added 12 advisers during the second quarter as the network reported record revenues.

The mortgage, protection and financial planning network said the recruits included mortgage and protection advisers and financial planners. They joined either as existing authorised representatives or after moving from directly authorised to appointed representative status.

The new advisers are Daniel Sinclair of Investor First Broker, Tom Jagger of Castle Stonebridge, Lorna Clark of WR Ethical, Jordan Willis of JW Private Finance, James Dixon of Aspiro Financial and Chris Anderson of Anderson Wealth Management.

They also include Daniel O’Sullivan of Rapidus Wealth, Sam Malka of Clearforge Private Wealth, Vik Negi of NFAM Mortgages, Mark Nielsen of Nielsen Financial, Levi Forbes of Forbes Wealth Management and Anna Payne of Secure For Life Wealth Management.

Rosemount said its best-ever first quarter was followed by its strongest second quarter on record.

Total business revenues grew by 39% in the first six months of 2026 compared with the same period of 2025. Investment revenues increased by 60%, protection revenues rose by 41% and mortgage business revenues were up by 39%.

Ahmed Bawa (pictured), chief executive of Rosemount Financial Solutions (IFA), said: “It’s exciting to see our growth, both in terms of adviser numbers and revenues. One of the features which our new members often mention is the family feel we have built at Rosemount.

“It’s very easy for networks to talk about building that sort of culture, but actually doing so takes more than words. We recently held our annual barbeque, bringing advisers and their families together to relax and spend quality time.

“It’s the sort of event that helps our members build lasting bonds, and combined with our bespoke approach to training and support is a key factor in our continued growth.”

Jordan Willis, director of JW Private Finance, added: “I’m a few months in and feel very much at home. I know I’m in safe hands with Rosemount as the compliance is very thorough and a simple process to follow.

“Everyone here is approachable, super helpful and always available for an email or call should I need them. Having Rosemount deal with my paraplanning has really, really helped as I know that every case I do has the backing of a Rosemount paraplanner which should make the compliance reviews very straight forward.

“The team has been incredibly supportive and I’m very grateful for the service and assistance provided to date.”

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