Rosemount Financial Solutions (IFA) partners with 7IM

Published on

Rosemount Financial Solutions (IFA), the mortgage, protection and financial planning network, has agreed 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 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.

Russell Lancaster, managing director of platform at 7IM, said: “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 (pictured), 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.”

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 Coventry cuts selected intermediary residential fixed rates

Coventry for intermediaries has reduced a number of residential fixed-rate products for new and...

Mortgage Advice Bureau completes acquisition of Dashly

Mortgage Advice Bureau (MAB) has completed the acquisition of technology and data company Dashly,...

The Buckinghamshire lowers rates across key ranges

Buckinghamshire Building Society has cut rates across a wide spread of residential and buy-to-let...

FCA finds protection market delivering good outcomes, says TPFG

The Property Franchise Group PLC (TPFG) has responded to the publication of the Financial...

Conditional selling remains industry flashpoint as enforcement lags

Conditional selling remains one of the most persistent and contentious issues facing the UK...

Latest publication

Other news

The Coventry cuts selected intermediary residential fixed rates

Coventry for intermediaries has reduced a number of residential fixed-rate products for new and...

Mortgage Advice Bureau completes acquisition of Dashly

Mortgage Advice Bureau (MAB) has completed the acquisition of technology and data company Dashly,...

The Buckinghamshire lowers rates across key ranges

Buckinghamshire Building Society has cut rates across a wide spread of residential and buy-to-let...