Rosemount Financial Solutions partners with 7IM
Financial Planning network Rosemount Financial Solutions has entered into a 'strategic partnership' with platform and investment manager 7IM.
As a result of the deal, Rosemount appointed reps will be able to access the 7IM investment platform.
The platform offers whole-of-market investment products, with a range of tax wrappers available, as well as a range of 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 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.
The 7IM announcement follows Rosemount’s move last month to partner with Scottish Widows, providing ARs with access to the Scottish Widows platform. The firm said the partnerships demonstrate its commitment to delivering value and service to the clients of member firms, providing the tools necessary to build long-term wealth.
Russell Lancaster, managing director of Platform at 7IM, said: “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, chief executive of Rosemount Financial Solutions, said: “As a network we are determined to provide our advisers with a wide range of solutions, allowing them to assist their clients in building and maintaining their wealth over the long term.”
He said the firm will continue to build partnerships with providers.
Rosemount Financial Solutions is a Basingstoke-based independent mortgage and Financial Planning network founded in 2006. The network currently supports more than 110 individual advisers.
The network’s advisers provide advice on mortgages, protection, insurance, investments and pensions across the UK.
Last month newly-established firm Hereford Wealth and Financial Planning joined Rosemount.