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Rosemount
PROVIDING HIGH-QUALITY INDEPENDENT FINANCIAL ADVICE

Our fully qualified independent advisers have over 120 years of financial services experience between them, providing advice on a range of topics including investment planning, tax planning, pensions and protection.

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ABOUT US

A Glasgow based firm of Independent Financial Advisers

Established in 2010, we currently manage over £160m of client funds and are committed to developing long-term working relationships with our clients.

Our approach is one of personal customer service, which starts with our initial meetings to gather information and establish your objectives and needs. We then provide tailored advice to meet these objectives. Our service continues with regular review meetings to ensure your investments continue to be suitable, for both now and future years.

WHY ROSEMOUNT

Investment Icon

Investment Planning

Investments can be a confusing and complex area, our aim is to cut through the jargon and using the latest technology provide clear and concise advice designed to suit your individual needs.

Retirement planning

Retirement Planning

With the advent of pension freedoms, retirement is no longer a “one-off” event. Careful planning is required to accumulate a pension fund and thereafter to ensure that this fund lasts throughout your lifetime. We are able to advise on suitable accumulation and decumulation strategies for all circumstances.

Tax Planning

Tax Planning

Careful tax planning can make a significant difference to the amount of tax you pay, be it income tax, capital gains or inheritance tax. We consider the most efficient way to construct investment portfolios to minimise potential tax liabilities. Our aim is for you to pay as little tax as possible to maximise your investment returns.

Protection

Protection

We can explain the impact unexpected events could have on your financial wellbeing and outline the steps you can take to mitigate the risks.

Saving for the future

Saving for the Future

We advise on the most tax efficient and accessible ways of saving to provide the best potential for accumulating capital, using pensions, ISAs or Collective Investments amongst others, all designed to suit individual circumstances.

Mortgage

Mortgages

We do not provide mortgage advice, we leave this to our sister company Rosemount Mortgage Services Limited, who are specialist independent mortgage advisers.

They can be accessed here.

HOW WE WORK

As Independent Financial Advisers we are free to assess the whole marketplace and advise on the most suitable financial products for our clients’ individual needs.  Using the latest technologies enables us to select the most appropriate providers for the products we recommend to ensure clients gain the maximum benefits at a competitive cost.

How We Work

Meet & Explore

We begin by meeting our prospective clients to clarify their current financial position and objectives.  This will help us establish a suitable financial strategy.

We will provide an initial outline of what would be involved, together with the likely costs.  The initial consultation is free of charge.

How We Work

Research & Report

If the client wishes to progress matters, we research the market then prepare a full and detailed report with our recommendations and outline the rationale behind them.

The report will highlight both the pros and cons of the suggested strategy, enabling the client to decide if the recommendations will meet their needs, or if other options should be considered.

Implement & Review

Implement & Review

Once our recommendations have been discussed and agreed, we will make all of the arrangements to implement our client’s instructions. We believe that ongoing reviews are as important as the initial advice and these form a key part of our service proposition. This approach is the cornerstone of the long-standing relationships we have developed over many years with our clients.

Below are some of the companies whose products we recommend

aviva
Aegon
AJ Bell
Prudential
Schroders
M&G_logo
Artemis
premier
jupiter
NS&I
Fidelity
Aberdeen Standard
1200px-Royal_London_Group_logo.svg
Octupus
Columbia Threadneedle Investments
fundsmith
Invesco
Liontrust

MEET THE TEAM

Raymond Pirrie
Graham Scott
alexis-brown
Ashley Lorimer
graeme-leckie
Jon Sweeney
Faith Lapper

CONTACT US

Phone

Tel: 0141 353 5032
Fax: 0141 332 2928

Email

info@rosemountasset.co.uk

Location

4 Woodside Place,
Glasgow, G3 7QF

Contact Us

Before you supply any personal details to us via the contact us page on this website please read our customer privacy notice document. This notice sets out how we will process your personal data in line with the General Data Protection Regulations.

Once you have read the customer privacy notice, please tick to confirm that you have read it and that you agree to Rosemount asset Management processing your personal information for the purpose of contacting you. We will not use the details you provide us in the contact page to market you.

FSCS

You are protected by the FSCS

COMPLAINTS

If you wish to register a complaint, please write to Raymond Pirrie on the address below or telephone 0141 353 5032.

A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4 567.

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 Reference 503943
Note: The Financial Conduct Authority does not regulate some forms of tax planning, taxation and trust advice.

© 2020 Rosemount Asset Management Ltd | All rights reserved