Mortgage, protection, and financial planning network Rosemount Financial Solutions has partnered with Scottish Widows to access its platform.
The partnership will give Rosemount’s appointed representatives access to Scottish Widows platform.
The platform was built specifically for advisers, and provides a suite of planning and research tools, so that advisers are able to make more informed decisions around their clients’ portfolios.
Scottish Widows intermediary distribution director, Ranila Ravi-Burslem, said: “Our focus is on providing a platform that enhances the advice process and makes advisers’ lives easier, so we’re pleased to have been selected as a partner by Rosemount.
“Rosemount’s appointed representatives will benefit from the significant investment we’re making in technology and our broad range of investments and wrapper options, all supported by the 5-star service we provide."
Rosemount Financial Solutions (IFA) CEO, Ahmed Bawa, added: “At Rosemount, we are committed to providing our ARs with the support they need in order to provide a higher level of service to their clients.
“The Scottish Widows platform will allow them to do just that and ensure that their clients are able to enjoy the best possible outcomes.”
Bawa said Rosemount is building a “strong reputation” within the industry because of the level of support it delivers to its ARs and the “family feel” they enjoy being part of the team.
“We will continue to invest in products and services that allow those ARs to grow their businesses,” he added.
tom.dunstan@ft.com
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