Our Advisers are qualified to deal with all aspects of Financial Planning, ranging from Investments, Equity Release, Retirement and Pensions, Wills and Estate Planning through to Mortgages, Protection and Insurance.

  • Services

    Our Advisers are qualified to deal with all aspects of Financial Planning, ranging from Investments, Equity Release, Retirement and Pensions, Wills and Estate Planning through to Mortgages, Protection and Insurance.

    Regardless of which area you would like to talk about, our expert Advisers have access to the whole market and are fully independent. They will review your circumstances and advise you on the most suitable option.

  • Team

    Our dedicated team is essential to providing the best possible advice and service to our clients. We work hard to help you reach your financial goals, whether it’s buying your first home, growing your retirement portfolio, or protecting yourself and your families.

    The key to successful advice is having an excellent relationship between you and your Adviser.

    Meet our Team

  • Testimonials

    We request feedback from clients when undertaking new business to gauge how we are performing, if there’s something we can do better we will.

    We value our clients’ opinions and want to ensure that we continue to support them to achieve their financial goals.

    Here is what some have said about their experience.

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  • "Rosemount Partners Wealth Management has provided an excellent service. He has been very informative, supportive and has given up a lot of his time in order to assist me in my situation. Frequently I have had to call him, and he has always been there to support my needs. I would fully recommend him, as he has gone above and beyond what is expected with this service”

    Sophie R

  • “At this first meeting Peter helped me understand if my future retirement plans were realistic and achievable. The meeting ended with me feeling positive and confident I had done the right thing by engaging Rosemount partners to help me with my future goals, and especially that Peter was helping me with this going forward.”

    Andy W

  • "I will definitely be using Rosemount Partners moving forward, and Peter is already putting me in touch with someone from the office that can help me with my mortgage in the near future."

    Andy W

  • "Our mortgage was handled professionally and all steps taken were clearly explained. The Rosemount Partners team was really helpful and we are confident that we got the best deal that we could even with rising interest rates. We will definitely use Rosemount again when our next deal expires."

    Jo and James

  • “I have been really happy with the service that Rosemount Partners provided. I had complete trust in the team to find me the best mortgage rates for me. They were proactive in reaching out to me and keeping me updated, I never had to chase up on anything. I will continue to use Rosemount in the future.”

    Ayesha A

  • I am really pleased with the proactive approach Rosemount Partners took in obtaining a mortgage for me. They explained the process to me ensuring I understood everything and was happy with each step. I was kept informed throughout and now, after a long search, have a house and a mortgage I am over the moon with.

    Natasha S

  • “Rosemount Partners Wealth Management was persistent in his efforts to secure a mortgage for my first flat. I found him easy to talk to, and thorough in his explanations. Unfortunately we were set back considerably in time by an administrative issue that was flagged (rather late on) by the building society. However, Owen remained positive in his exchanges, and responded to queries by text, email and phone. I now have a 5-year mortgage offer agreed with the building society - a big relief!”

    First-time buyer, Dorset

  • “I would just like to say how extremely helpful Peter Bott has been in sorting out my Pension. I would happily recommend anyone to use Peter for their pension or financial enquiries. Thank you Peter for your help, patience and understanding.”

    Stephanie M