Tel: 0141 353 5032

   

How we are paid

 

As Independent Financial Advisers we believe it is important that you can be assured of completely impartial advice. This is why we provide our services on a fee basis.

The starting point of our service is an initial meeting with you to gather information. The purpose of the meeting is twofold. First we have to establish whether we are able to assist with your needs and objectives and second, to explain how we would be paid for our services should you instruct us to proceed. There is no charge for this preliminary meeting and no obligation on either party.

After this initial free consultation, when you will have been given our 'Costs of Services Guide', our fees are discussed in more detail and agreed with you. All fees will be agreed in advance of any work being carried out on your behalf.

A copy of our 'Services and Costs Agreement' is available on request

Useful links

These third-party links are provided for your further information. Their inclusion does not imply any recommendation or endorsement. Rosemount Asset Management Ltd has no control over the nature, content or availability of these sites and you view them at your own risk.

BBC Business News

Morningstar

Old Mutual Wealth

Fidelity 

 





The information and services available within this website are intended for UK customers only.

Registered address: 4 Woodside Place, Glasgow, G3 7QF | Registered in Scotland | Company Number: SC360214
Rosemount Asset Management Ltd is authorised and regulated by the Financial Conduct Authority. We can be found on the FCA Register under Number 503943
NOTE: Not all Inheritance Tax planning is regulated by the Financial Conduct Authority