Rosemount Financial Solutions (IFA) announces Beanstalk partnership

21 April 2026

Rosemount Financial Solutions (IFA), the mortgage, protection, and financial planning network, has announced a new partnership with Beanstalk, giving advisers access to a simple referral route for Junior ISAs.

The partnership enables members of the Rosemount network to refer clients to Beanstalk when they are looking to build long-term savings for children or grandchildren through a tax-efficient investment wrapper.

Junior ISAs are not always a core part of the advice process for many advisers, but the partnership ensures clients who want to put money aside for younger family members have access to a straightforward and flexible solution.

Beanstalk’s Junior ISA can be opened in minutes through its mobile app and allows families to invest in a combination of cash and stocks & shares funds from Legal & General and Fidelity. The platform also includes features designed to make saving easier, including purchase round-ups, and gifting and invite tools that make it easy for family and friends to link and contribute.

The product carries an annual fee of 0.5% on investments, alongside low-cost underlying funds with management charges between 0.12% and 0.15%.

The partnership with Beanstalk provides advisers with an additional option for clients who wish to build financial security for the next generation, while also creating an additional revenue stream through referrals.

Ahmed Bawa, CEO of Rosemount Financial Solutions (IFA), said:

“Clients increasingly want to take a broader approach to financial planning, thinking not just about their own future but also the financial wellbeing of their children and grandchildren. Junior ISAs have an important role to play in that planning, helping families put money aside for major milestones later in life, whether that’s supporting university costs, a first home, or other opportunities.

“However, Junior ISAs are not always an area where advisers are actively involved in the advice process. By partnering with Beanstalk we are making it easy for advisers to introduce clients to a trusted and user-friendly solution when these conversations arise. It’s another example of Rosemount ensuring our advisers have access to a broad range of options so they can deliver the most comprehensive support possible to their clients, while also opening additional opportunities to grow their businesses.”

Julian Robson, Beanstalk’s Managing Director added:

“Junior ISAs are a fantastic way for families to set up their children and grandchildren for the long term, in a tax efficient way. The Beanstalk Junior ISA has been set up to make it as easy as possible for families to help their loved ones save for the future through its multi contributor approach and low-cost investments. We are thrilled to partner with Rosemount, and open a new avenue for advisers to support their clients.”

For more information on Rosemount Financial Solutions (IFA) Ltd, visit https://rosemountfs-ifa.co.uk.

For more information on Beanstalk, visit https://beanstalkapp.co.uk/.