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Rosemount strikes partnership with Scottish Widows

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  • 21/05/2024
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Rosemount strikes partnership with Scottish Widows
Mortgage, protection and financial planning network Rosemount Financial Solutions (IFA) has teamed up with Scottish Widows so advisers can use the lender’s platform.

As a result of Rosemount’s new partnership, appointed representatives (ARs) of the network will be able to access Scottish Widows’ platform, which aims to ensure financial advisers are “best placed to secure great outcomes for their clients”.

The platform offers a suite of planning and research tools, so advisers can “make more informed decisions around their clients’ portfolios.”

It has integrations with back-office systems, tools and apps, and also offers financial advisers with dedicated service and support teams to ensure the best experience for advisers and clients.

Ranila Ravi-Burslem, intermediary distribution director at Scottish Widows, said: “Our focus is on providing a platform that enhances the advice process and makes advisers’ lives easier, so we’re incredibly pleased to have been selected to partner with Rosemount Financial Solutions (IFA).

“Rosemount’s appointed representatives will benefit from the significant investment we’re making in our technology and our broad range of investments and wrapper options, all supported by the five-star service we provide.”

Ahmed Bawa (pictured), CEO of Rosemount Financial Solutions (IFA) Ltd, 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.

“Rosemount is building a strong reputation within the industry because of the level of support we deliver to our ARs, the family feel they enjoy being part of our team, and we will continue to invest in products and services that allow those ARs to grow their businesses.”

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