Benefits of becoming a client
When you become a client of you will be able to benefit from a wide range of services, including
- Wholly independent advice tailored to the needs of the individual client
- We have access to independent research and are not dependent on information supplied solely by product providers
- We have 4 advisers , 3 currently hold the Dip PFS and 2 are furthermore studying towards Chartered Insurance Institutes Chartered status which is one of the leading advisory qualification which can be held within the industry
- Rosemount Independent Financial Advisers was established in December 1989 and our advisers, between them have over 75 years combined advising experience. The firm is an established firm with no external shareholders and have experience of dealing with a range of clients from individuals with modest funds to sizeable corporations with large pension funds
You will also be able to access the Client-only area of our website - see more details below of that this can offer.
Secure website service
By registering and/or logging in to the secure area of our site you can acess the following features, amongst others:
Use our factfind to do keep us up to date with your current contact details/ personal situation.
Quickly and easily complete a range of forms online, which are already pre-populated with your details.
Access our client newsletter, and personal documents which we have uploaded for you.