Rosemount Independent Financial Advisers Ltd

Independent Financial Adviser  9 Hare Hall Lane, Romford, Greater london, RM2 6BD
First meeting at adviser's own cost
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Large business
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Life insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
Response rating
9.0/10
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FCA authorised
Last authorised 17th February 2020
Meet our advisers
Angela Lloyd-Read
Assistant to Andrew Arthur and Financial Adviser

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

Andrew Grassick Dip PFS
Adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Andrew Arthur
Director

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

What our clients say
I have been very pleased with the performance of my pension portfolio and the returns generated over the years that you have been handling this. I would not hesitate in recommending your services.
Eddie Fowles, Hornchurch
About us

Rosemount Independent Financial Advisers was established by Andrew Arthur in December 1989, and now trades as a limited company. Andrew has over 30 years experience advising the public about how to manage their investments and build their wealth, and is supported by an excellent team of assistants and other advisers.

Our specialist area is providing advice in relation to planning for retirement, from basic annuity purchase up to the most complex Drawdown cases.

We remain committed to independent advice and clients at all times receive an unbiased opinion from all our advisers.

Please telephone Andrew Arthur to discuss your requirements. Initial meeting free of charge.

Our services

We manage client portfolios and offer a bespoke service to all clients, our clients always come first in our advice process.

Where to find us

9 Hare Hall Lane, Gidea Park, Romford, Essex, RM2 6BD

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 17th February 2020

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