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.”
