Rosemount Financial Solutions partners with 7IM investment platform Mortgage Strategy

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Rosemount Financial Solutions has entered partnered with the 7IM investment platform.  

The mortgage and protection network says its appointed representatives will have access to 7IM’s whole-of-market investment products.  

This includes a range of tax wrappers available, a raft of free client engagement tools and materials, and an app-based client portal and free cashflow modelling.  

Brokers will also be able to use the platform’s Retirement Income Service, which assists with the setting and ongoing management of a client’s wealth. 

Rosemount Financial Solutions chief executive Ahmed Bawa says: “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.”  

7IM managing director of platform Russell Lancaster adds: “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.”   

Last month, Rosemount entered into a partnership with Scottish Widows’ platform, giving its appointed representatives access to the pensions and investments firm’s suite of planning and research tools. 


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