Tel: 0141 353 5032

   

How we work

 

As Independent Financial Advisers we are free to assess the whole marketplace and advise on the most suitable financial products for your needs.

We use the latest technology to help us select the most appropriate providers for the products we are recommending to ensure you gain the maximum benefits at a competitive cost.

We begin by asking you about your financial position and objectives to establish a suitable financial strategy for you. Thereafter, we provide you with an initial outline of what would be involved, together with the likely costs. Should you wish to progress matters, we then prepare a full and detailed report with our recommendations and the rationale behind them.

We highlight and explain both the pros and cons of our recommended strategy, to allow you to decide if the recommendations will meet your needs or if other options should be considered.

We believe that ongoing reviews are as important as the initial advice and so these form a key part of our service proposition. This approach is the cornerstone of the long-standing relationships we have developed with the majority of our clients over many years. 

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