Privacy Notice

Who we are

Rosemount Financial Solutions (IFA) Ltd is the data controller for the personal information you provide to us. Our registered address is Rosemount House, 2 – 4 Chequers Road, Basingstoke, RG21 7PU. You can contact us on 01256 405460 or by email at Info@rosemountfsifa.co.uk.

Contacting us through this website

Before you supply any personal details to us via the contact us page, please read our IFA privacy notice document at the bottom of the website. Once you have read the privacy notice, please tick to confirm that you have read it and that you agree to Rosemount processing your personal information for the purpose of contacting you. We will not use the details you provide us in the contact form to market to you.

Information we collect

We collect the personal information you give us directly — such as your name, contact details, town or city and the content of your enquiry — together with information provided during the advice process where you become a client of a firm within our network.

How we use your information

• To respond to your enquiry and arrange a callback or appointment.
• To provide financial advice and administer the services you request.
• To meet our legal, regulatory and FCA record-keeping obligations.

We will not use the details you provide in the contact form to market to you.

Sharing and retention

We may share your information with the adviser firm handling your enquiry, with product providers where you ask us to arrange a product, and with regulators or other bodies where the law requires it. We retain personal information for as long as necessary to meet our regulatory obligations.

Your rights

You have the right to access the personal information we hold about you, to have inaccurate information corrected, to object to or restrict processing, to request erasure where applicable, and to data portability. To exercise any of these rights, contact us using the details above. You also have the right to complain to the Information Commissioner's Office (ico.org.uk).

Cookies

This website uses only the cookies necessary for the site to function. We do not use cookies to track you across other websites.

Regulatory information

Rosemount Financial Solutions (IFA) Ltd is authorised and regulated by the Financial Conduct Authority (FCA). Entered on the FCA Register (register.fca.org.uk) under reference 535515. Rosemount Financial Solutions (IFA) Ltd is registered in England and Wales, Registered No. 05668905, Registered Address Rosemount House, 2 – 4 Chequers Road, Basingstoke, RG21 7PU. The information contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.