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.
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.
"Peter has been excellent. We would highly recommend him. He has been so helpful, accommodating, speedy in his work for us and has managed to explain a lot of complexity re our pensions in a way that we feel we really understand. His personal touch of travelling to see us at our home was so nice too. He has been better than we could have asked for - thank you!”
Hayley B
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"Extremely professional with a personal touch that ensured that you were not just a random number to him."
Stephen
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"Peter has been very good to work with. Always giving clear and considered advice personalised to my needs"
Nigel
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“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
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"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
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"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
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“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
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" I would just like to say how extermely helpful Peter Bott has been in sorting out my Pension. I would happily recommend anyone to use Peter for their pension or financial enquires. Thank you for your help. patience and understanding"
