Adviser support

Supporting you every step of the way

Rosemount was founded in 2006 to support and assist Mortgage, Protection and Financial Advisers.

Case study

Michael's growth inside the network

Michael joined our team in June 2016, transitioning from a paraplanning role where his annual earnings were £30,000. Within 5 years, Michael progressed from being a novice adviser to becoming the top producer in 2021, generating £218,000. Michael's practice, WPP, has flourished to a team of 5 skilled advisers, with average annual growth of 49% and a turnover of £1.16 million over six and a half years.

2016

£30,000

Joined as a novice adviser

previous paraplanner earnings

2021

£218,000

Top producer in the network

generated in the year

Today

£1.16m

WPP, a 5-adviser practice

turnover over six and a half years

0% average annual growth for Michael's practice since joining Rosemount.

Training

Bespoke training, built around your practice

Onboarding on our policies, procedures and systems, then continued development as your business grows.

Onboarding

A structured introduction to Rosemount policies, procedures and systems so you can trade quickly and confidently.

Group training days

Face-to-face training days with the head office team and network peers.

Specialist plans

Exclusive Protection and Equity Release training plans for advisers expanding their proposition.

Your partner in success

What you get from day one

Since 2006

Experience supporting Mortgage, Protection and Financial Advisers.

Whole of market

Mortgage & Protection advice with no restricted panels.

0+

Individual advisers supported nationwide.

Fully independent

Financial Planning proposition.

Family-run head office in Basingstoke — you always speak to someone who knows your business.

FAQs

Support questions, answered

Contact us

Let's start the conversation

Call, email or send us a message and the Basingstoke head office team will come straight back to you.

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