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Rosemount brings on 12 new advisers in Q2

Rosemount brings on 12 new advisers in Q2
Tania Ahmed
Written By:
Posted:
July 24, 2026
Updated:
July 24, 2026

Rosemount Financial Solutions (IFA), the mortgage, protection and financial planning network, has hired 12 new advisers.

Rosemount Financial Solutions has also reported a growth in total business revenues of 39% in the first half of 2026 since the same period last year.

Its mortgage business revenue grew by 39%, while protection revenue grew by 41%.

The new advisers who have joined Rosemount Financial Solutions are as follows:

  • Daniel Sinclair, Investor First Broker
  • Tom Jagger, Castle Stonebridge
  • Lorna Clark, WR Ethical
  • Jordan Willis, JW Private Finance
  • James Dixon, Aspiro Financial
  • Chris Anderson, Anderson Wealth Management
  • Daniel O’Sullivan, Rapidus Wealth
  • Sam Malka, Clearforge Private Wealth
  • Vik Negi, NFAM Mortgages
  • Mark Nielsen, Nielsen Financial
  • Levi Forbes, Forbes Wealth Management
  • Anna Payne, Secure For Life Wealth Management

Ahmed Bawa (pictured), CEO of Rosemount Financial Solutions (IFA), said: “It’s exciting to see our growth, both in terms of adviser numbers and revenues. One of the features [that] our new members often mention is the family feel we have built at Rosemount.”

Jordan Willis, one of the newly joined advisers, added: “I’m a few months in and feel very much at home. I know I’m in safe hands with Rosemount as the compliance is very thorough and a simple process to follow. Everyone here is approachable, super helpful and always available for an email or call should I need them.

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“Having Rosemount deal with my paraplanning has really, really helped as I know that every case I do has the backing of a Rosemount paraplanner, which should make the compliance reviews very straight forward. The team has been incredibly supportive and I’m very grateful for the service and assistance provided to date.”

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