Rosemount Financial Solutions partners with Scottish Widows

Rosemount's ARs will have access to Scottish Widows' adviser platform.

Related topics:  Finance News
Rozi Jones | Editor, Financial Reporter
22nd May 2024
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"We are committed to providing our ARs with the support they need in order to provide a higher level of service to their clients."
- Ahmed Bawa, CEO of Rosemount Financial Solutions

Mortgage, protection and financial planning network, Rosemount Financial Solutions (IFA), has announced a new partnership with Scottish Widows.

The tie-up will see Rosemount’s appointed representatives enjoy access to the Scottish Widows platform, which was built specifically for advisers and provides a suite of planning and research tools, so that advisers are able to make more informed decisions around their clients’ portfolios.

Alongside integrations with back-office systems, tools and apps, the Scottish Widows platform also provides financial advisers with dedicated service and support teams.

Ranila Ravi-Burslem, intermediary distribution director at Scottish Widows, commented: “Our focus is on providing a platform that enhances the advice process and makes advisers lives easier, so we’re incredibly pleased to have been selected to partner with Rosemount Financial Solutions (IFA). Rosemount’s appointed representatives will benefit from the significant investment we’re making in our technology and our broad range of investments and wrapper options, all supported by the 5-star service we provide.”

Ahmed Bawa, CEO of Rosemount Financial Solutions (IFA), added: “At Rosemount, we are committed to providing our ARs with the support they need in order to provide a higher level of service to their clients. The Scottish Widows platform will allow them to do just that and ensure that their clients are able to enjoy the best possible outcomes. Rosemount is building a strong reputation within the industry because of the level of support we deliver to our ARs, the family feel they enjoy being part of our team, and we will continue to invest in products and services that allow those ARs to grow their businesses.”

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