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Rosemount Independent Financial Advisers

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Rosemount Independent Financial Advisers

History:

Rosemount was founded by Andrew Arthur in December 1989 and is directly regulated by the Financial Services Authority. The company has predominantly advised small to medium sized companies in relation to directors’ pensions, investment advice for their executives and benefit packages for their employees.

We have a number of clients whose business turnover exceeds £30 million and are prepared and able to deal with companies of all sizes.

Our business profile has evolved over recent years as clients are maturing and releasing equity from their business when retiring. This has meant that we also now handle in the region of £25 million worth of personal investments for these high net worth clients. I feel that this fact is a demonstration of the firm’s commitment to our clients’ financial well-being over the long term in an increasingly regulated and competitive world.

We continue to evaluate the products and investments that are available for clients and this can be demonstrated by the variety of the portfolios that our clients hold. Having a diverse portfolio has been of significant importance over the last five years. This has meant that our clients have seen tangible benefit from our advice and are therefore happy to recommend us to family, friends and acquaintances alike.

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