Estate planning specialist Planner joins network
Hereford Wealth and Financial Planning has joined Financial Planning network Rosemount Financial Solutions as an appointed representative.
The newly-established firm has been founded by Alistair Fitt, previously a self-employed adviser for 16 years as part of a directly-authorised firm.
Mr Fitt said: “After spending my entire 20 year career in financial services working under two directly authorised firms, moving away was not an easy decision. My clients trust me and I needed to feel the same sense of trust in a network.
“Having spoken with Ahmed, Zac and members of the wider team, it was clear that there was a ‘family’ based approach to the way that Rosemount Financial Solutions works. Alongside this, they have a progressive and innovative outlook to the business and towards financial services in general.”
Mr Fitt has been joined at Hereford Wealth by Paraplanner Jade Powell.
Rosemount Financial Solutions is a Basingstoke-based independent mortgage and Financial Planning network founded in 2006. The network is currently supporting over 110 individual advisers.
The network’s advisers provide advice on mortgages, protection, insurance, investments and pensions across the UK.
Ahmed Bawa, CEO of Rosemount Financial Solutions, said: “We are delighted to welcome Hereford Wealth and Financial Planning to the Rosemount Financial Solutions team. Alistair’s attitude towards supporting clients in building long-term financial health aligns perfectly with our network.
“Alistair has extensive experience in financial services, so it’s extremely gratifying that he has pinpointed Rosemount as the right principal for his business. We have put a lot of work into providing bespoke support for our ARs, ensuring that whether they are an established business or a new firm Rosemount is on hand to deliver what they need.”
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