Rosemount Financial Solutions (IFA) has kicked off 2025 with a successful Peer Group event, bringing together advisers from across Kent and surrounding areas for a day of insight, discussion, and professional development.
Held on 13 March, the event featured a range of sessions delivered by Rosemount team members and key industry partners, covering key trends in mortgages, protection, compliance, and technology.
The event featured presentations from:
- Hayleigh Kelly, deputy money laundering reporting officer at Rosemount, on compliance updates and emerging industry trends
- Tim Sorrell, national account manager at Perenna, on how long-term mortgages can benefit UK borrowers
- Gifford Clay, head of intermediary sales at National Friendly, on the insurer’s Friendly Shield product
- Andrew Douglas, national account manager at Together, on the latest in buy-to-let and specialist lending
- Simon Moss, business development manager at Scottish Widows, on integrating protection into the adviser process
- Tim Gunning, regional development manager at Atom Bank, on the role of technology in streamlining mortgage applications
Alongside these sessions, advisers had the opportunity to exchange ideas and experiences with their peers.
Rosemount is continuing to expand its support for members, with further Peer Group sessions scheduled in Bristol and London in the coming months.
Ahmed Bawa, CEO of Rosemount Financial Solutions (IFA) Ltd, said: “We have had brilliant feedback from the advisers who attended the Kent Peer Group, who left the session armed with a greater insight into how these providers can support their clients.
“The Peer Groups are a fantastic example of how networks can provide real value to members, combining informative presentations with the opportunity to learn from colleagues within the network.
“We will be holding further regional Peer Group sessions in the months to come and look forward to seeing our advisers there.”
