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Areas of specialisation
We offer an all-round financial planning and advisory service, but we also offer specialist advice in the following areas:
- Pre Retirement Planning
- Guidance through the Retirement Process
- Post Retirement Planning
- Investment Planning for Growth and Income
- Tax Planning
- IHT Mitigation
- Self Invested Personal Pensions
- Small Self Administered Schemes
- Pension Trustee Management
- Employee benefit schemes
- Protection – both Business and Personal
Our key areas of specialisation
Bespoke Management of Pension Funds
Bespoke Management of Personal Investment Funds
Employee Benefits
Protection
Please read our Privacy Statement before completing any enquiry form or before sending an email to us.
The relevant warnings and disclaimers will be added here depending on what services you state you offer.
Rosemount Independent Financial Advisers is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 145066