For customers
Why Rosemount?
We are a full financial planning firm with nationwide coverage. Our advisers grow meaningful relationships to build bespoke plans for your goals.
Our services
Advice across every stage of your financial life
Mortgage Planning
Whole-of-market mortgage advice with access to 80+ lenders, from first homes to complex cases.
Corporate Planning
Protection, benefits and planning for business owners, directors and their key people.
Investment Planning
Independent investment advice built around your goals, timescale and appetite for risk.
Retirement Planning
Pensions, consolidation and drawdown planning, explained in plain English.
Equity Release
Specialist later-life lending advice for releasing value from your home, safely.
Insurance / Protection
Whole-of-market life, critical illness and income protection cover for you and your family.
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Lenders
Access to a broad, whole-of-market lender panel.
Whole of market
Protection proposition
No restricted panels, no tied products.
Highly competitive
Platform charges
Network scale pricing passed on to clients.
Our advisers' values
How our advisers work with you
- You are our most important person
- Recommendations are planned out and delivered to you
- Deliver the best outcomes for you
- We talk you through every step of the process
Client reviews
Meet your adviser — in your clients' words
Reviews for Peter Bott, a financial adviser within the Rosemount network.
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.
Peter was extremely attentive and always on hand whenever I needed him. He explained everything clearly and made it an ease of process. Would highly recommend.
Peter was extremely professional, with a personal touch that ensured that you were not just a random number to him.
Peter has been very good to work with. Always giving clear and considered advice personalised to my needs.
My previous pension arrangements were unusual and difficult to unravel. Peter Bott did an excellent job and kept me informed all the way.
I would just like to say how extremely helpful Peter Bott has been in sorting out my Pension.
We couldn't be happier with Peter. We have always felt that there are no shortcuts, and no regulatory steps are skipped.
Peter was a very helpful pension advisor, friendly and made it all easy to understand. Always answered my emails promptly.
FAQs
Questions people ask us
Free initial consultation
Talk to an adviser — no cost, no obligation
Your first conversation with a Rosemount adviser is free. We'll listen first, then explain exactly what happens next.
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.
- 01256 405460
- Info@rosemountfsifa.co.uk
- Rosemount House, 2 – 4 Chequers Road, Basingstoke, RG21 7PU
Get Directions - 8:30 – 5:00, Monday to Friday
- FCA regulated · Reference 535515