Rosemount Financial Solutions announces partnership with 7IM

Rosemount Financial Solutions (IFA) has entered into a strategic partnership with 7IM.

As a result, appointed representatives (ARs) at the mortgage, protection and financial planning network will have access to the 7IM investment platform.

The platform brings together whole-of-market investment products, with a range of tax wrappers available, as well as free client engagement tools and materials, including an app-based client portal and free cashflow modelling.

Intermediaries will also have access to 7IM’s retirement income service, which assists with the 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 platform, which is built in-house, delivers "greater functionality and flexibility" to users, with 7IM able to focus its development on the needs of user businesses.

The news comes after Rosemount entered into a partnership with Scottish Widows, providing ARs with access to the firm’s platform.

Managing director of platform at 7IM, Russell Lancaster, said: "We are thrilled to partner with Rosemount Financial Solutions (IFA). 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."

Chief executive officer at Rosemount Financial Solutions (IFA), Ahmed Bawa, added: "I am sure our members will be delighted with this latest partnership. As a network we are determined to provide our advisers with a wide range of market-leading solutions, allowing them to assist their clients in building and maintaining their wealth over the long term.

"Rosemount will continue to build partnerships that will make a tangible difference to our members, with providers that have the same focus on delivering a great experience to advisers and their clients for which Rosemount has become renowned."



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