Rosemount Financial Solutions IFA Ltd

Home
United Kingdom
Basingstoke
Rosemount Financial Solutions IFA Ltd

Call Directions Website

A truly independent, privately owned, full financial services network where you are not just a number.

Are you an experienced Financial Adviser, Mortgage Adviser or GI/Protection Adviser looking for the opportunity to grow your own business? Rosemount Financial Solutions (IFA) Ltd is authorised and regulated by the Financial Conduct Authority. Registered as a Limited Company in England & Wales No 05668905. Registered Address: Rosemount House, 2-4 Chequers Road, Basingstoke, RG21 7PU.

10/10/2026

World Mental Health Day 🧠💙

Today is a reminder that mental health deserves the same attention and care as our physical health.

Financial pressures, work, family and everyday life can all have an impact on our mental wellbeing. Sometimes, simply having someone to talk to can make a difference.

At Rosemount, we’re proud to work alongside SIX MHA, supporting our advisers and staff with access to resources and guidance around mental health and wellbeing. Partnerships like this are so important, helping us keep conversations around mental health open and make sure support is available when it’s needed.

This World Mental Health Day, take a moment to check in with yourself and the people around you. 💙

08/10/2026

Today, we’re bringing together our Financial Planning Peer Group at Schroders for a day of insight, discussion and shared ideas.

The session brings together financial planning professionals to hear from expert speakers, explore key industry topics and share practical experiences and approaches from across the profession.

It’s a great opportunity to gain new perspectives, take away useful ideas and connect with fellow financial planners.

We’re looking forward to a great day of conversation, collaboration and learning. 🤝

25/09/2026

At Rosemount, we use the latest technology and embrace AI to help our advisers spend less time on admin.

But some things? We still do the old-fashioned way.

📞 Pick up the phone
🤝 Know our advisers by name
☕ Sit down and have a proper conversation
💬 Talk things through

Technology can make things faster. AI can make things smarter.

But sometimes, you just need to speak to someone who knows you and your business.

22/09/2026

UK Savings Week is a great opportunity to recognise the advisers across our network who help their clients make the most of their savings.

Whether it’s building an emergency fund, saving for a first home, planning for a big life milestone or simply making better use of the money they have, advisers help clients understand their options and make decisions that work for their individual circumstances.

For many clients, having an adviser to talk things through with can turn saving from something they know they should do into a clear and achievable part of their financial plan.

This UK Savings Week, we’re recognising the advisers who are helping their clients take positive steps towards their financial goals. 👏

17/09/2026

We’re delighted to announce Loans Warehouse - Hertfordshire’s Best Place To Work as the headline sponsor of our 2027 Annual Conference! 🗣️

Taking place at the Emirates Stadium, our Annual Conference is one of the biggest dates in the Rosemount calendar, bringing our advisers together for a day of insight, collaboration, recognition and looking ahead to the year to come.

This year, we’re particularly pleased to welcome Loans Warehouse as our headline sponsor.

With increasing interest from our advisers in second charge lending and bridging loans, their expertise and support will be a valuable addition to the day. It also reflects the growing range of solutions our advisers are exploring to help achieve the right outcomes for their clients.

As Matt Tristram, Co-founder of Loans Warehouse, says, the conference is a fantastic opportunity to speak directly with advisers about the cases they’re seeing, the challenges they’re facing and how we can work together to deliver great outcomes for clients.

We’re looking forward to welcoming the Loans Warehouse team to the Emirates Stadium and making our 2027 Annual Conference one to remember.

09/09/2026

⚽ CONTRACT EXTENSION: SIX MHA ✍️

We’re delighted to announce the continuation of our partnership with SIX MHA!

Founded by former Arsenal and England captain Tony Adams MBE, SIX MHA provides specialist mental health, addiction and wellbeing support to businesses and individuals. Their team combines professional expertise with lived experience to help people access meaningful support and work towards recovery and better mental wellbeing.

For us at Rosemount, the partnership gives our adviser network 24/7, confidential access to Six’s team of medical professionals, valuable resources, guidance and expertise around mental health, addiction and wellbeing.

We’re proud to continue working with SIX MHA and to have their expertise available to people across our network. 👏

18/08/2026

Continuing to invest in better technology for our advisers 🧑‍💻

We’re pleased to announce that intelliflo is now part of the technology available to our adviser network.

Designed specifically for financial advice, intelliflo helps advisers bring key parts of the advice journey together, streamline processes, reduce admin and create a more connected client experience.

Nick Eatock, Chief Executive Officer at intelliflo, said:
“We're delighted to be the technology partner for Rosemount, one of the fastest-growing networks in the UK. It's been really pleasing to see them use the core functionality available on intelliflo office to support both their wealth and mortgage advisers, while also making full use of our extensibility options to add their own innovations.

Rosemount are a fantastic example of a firm embracing technology to ensure their members can work in an efficient and compliant way, while offering their clients a first-class, personal and digital experience. We look forward to supporting Rosemount's continued growth.”

It’s another way we’re giving our advisers the tools and technology they need to work smarter and spend more time doing what they do best: delivering great financial advice.

17/08/2026

The past year has seen huge success on and off the pitch. 🏆

So, we knew we needed to go big this time... ⬆️

What better way to do that than to bring the whole team together for The Rosemount Conference 2027 at the home of the Premier League Champions: Emirates Stadium, London! 🏟️

With a capacity of 60,704 and access to the finest hospitality, January’s Conference is going to be one fixture you do NOT want to miss. 👏

Rosemount are taking over the Emirates. 🔥

See you all there! 🔴⚪️

14/08/2026

Financial Awareness Day 📊

Today, we're celebrating the advisers across our network who support their clients with some of life's biggest financial decisions.

From securing a first mortgage and protecting what matters most, to planning for retirement and making the most of investments, advisers within our network provide valuable guidance to help their clients make informed financial decisions.

We're proud to support a network of professionals who are helping make financial advice more accessible, understandable and valuable for their clients.

Here’s to the advisers making a difference every day. 👏

30/07/2026

🏆 We've been shortlisted!

We're proud to be recognised as a finalist in the Small to Medium Firm of the Year category at the MoneyAge Awards 2026.

This nomination is a fantastic recognition of the collective efforts of the firms, advisers and staff, whose dedication and commitment continue to drive us forward. We're incredibly thankful to everyone who has supported us and helped make Rosemount what it is today.

Congratulations and the very best of luck to all the finalists.

Address

2-4 Chequers Road
Basingstoke
RG217PU

Telephone

+441256405460

Website

http://www.rosemountfs-ifa.co.uk/

Alerts

Be the first to know and let us send you an email when Rosemount Financial Solutions IFA Ltd posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Want your business to be the top-listed finance company in Basingstoke?