Rosemount Financial Solutions (IFA) strengthens with 12 new advisers
24 July 2026
Rosemount Financial Solutions (IFA), the mortgage, protection, and financial planning network, has further strengthened its ranks with the addition of 12 new advisers in Q2.
The network has enjoyed consistent growth in adviser numbers in recent years, outpacing the big names as advisers have been attracted by its flexibility, personalised support and family feel. Rosemount has seen inflows of both mortgage and protection advisers and financial planners, with new recruits either already authorised representatives (AR) or making the journey from direct authorisation to AR status.
The new advisers joining Rosemount during Q2 were:
- 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
The new advisers join at a time of record-breaking results for Rosemount, with the network following its best-ever Q1 with its best Q2 on record.
In the first six months of 2026, Rosemount reported a growth in total business revenues of 39% compared with the same period of 2025, driven by a 60% jump in investment revenues, 41% growth in protection, and a 39% rise in mortgage business revenues.
Ahmed Bawa, 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 which our new members often mention is the family feel we have built at Rosemount. It’s very easy for networks to talk about building that sort of culture, but actually doing so takes more than words. We recently held our annual barbeque, bringing advisers and their families together to relax and spend quality time. It’s the sort of event that helps our members build lasting bonds, and combined with our bespoke approach to training and support is a key factor in our continued growth.”
Jordan Willis, Director of JW Private Finance, 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.
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.”
For more information on Rosemount Financial Solutions (IFA) Ltd, visit https://rosemountfs-ifa.co.uk.
