Business Details
33 Years
experience
Independent Financial Advisers in Romford
Established over 30 years ago, Rosemount I F A has built a reputation for delivering tailored financial solutions. Our core purpose is to educate, inspire, and empower clients to achieve financial independence while aligning strategies with their unique lifestyles. With a client-centric approach, we specialise in financial planning, investment management, and pension advice, ensuring every recommendation prioritises long-term security for families and businesses. Our team of experienced advisers holds industry-recognised qualifications, including the Diploma in Financial Planning, and adheres to rigorous regulatory standards under the Financial Conduct Authority. We pride ourselves on maintaining a 98% client retention rate, reflecting our commitment to transparency, empathy, and personalised service.Through advanced cash flow modelling and whole-of-market analysis, we address complex financial scenarios, from consolidating pension pots to inheritance tax planning. Our fee structure remains transparent, offering both commission-based and fixed-fee options to suit diverse client needs. With offices in Romford, we serve clients nationwide, combining local expertise with national regulatory compliance. Our track record includes managing assets for high-net-worth individuals, trusts, and business owners, supported by a dedicated operations team ensuring seamless service delivery. By fostering long-term relationships and prioritising client education, we aim to transform financial uncertainty into actionable, confident decision-making.
Services
Financial Planning
Investment Management
Pension Advice
Wealth Protection
Retirement Planning
Details
- Year established: 1993
Highlights and features
- 30+ years of experience in independent financial advice
- Transparent fee structure with no hidden charges
- 98% client retention rate through personalised service
- Whole-of-market analysis for unbiased product recommendations
- Advanced cash flow modelling for accurate retirement planning
Associations and certifications
- Financial Conduct Authority
What people say
Lasting security
Tailored requirements
Reliable annual income
Instrumental in building portfolio
100% trusted relationship
Services
Financial Planning
Our financial planning service creates bespoke strategies aligned with your life goals and risk tolerance. Using advanced cash flow modelling, we assess your current assets, liabilities, and future aspirations to develop comprehensive roadmaps for wealth accumulation and preservation. With regular reviews and adjustments, we ensure your plan evolves alongside changing personal circumstances and market conditions.
Investment Management
We construct and monitor diversified investment portfolios tailored to your financial objectives and risk profile. Our approach combines rigorous fund analysis with ongoing performance tracking to optimise returns while maintaining appropriate risk levels. Clients benefit from transparent reporting and regular strategy adjustments to reflect market changes and personal milestones.
Pension Advice
Specialist guidance on pension consolidation, defined benefit transfers, and retirement income strategies. We evaluate your existing arrangements, assess transfer values, and recommend solutions that maximise retirement security while considering tax implications and long-term care requirements.
People
Andrew Arthur
Chief Financial Adviser and Managing Director
Founder with nearly 40 years' experience in financial advice, holding the Diploma in Financial Planning. Specialises in educating clients about their financial position and investment strategies while maintaining direct authorisation status with the FCA.
Andrew Grassick
Financial Adviser
Over 25 years in financial services, specialising in retirement planning and investment portfolio management. Focuses on aligning investment strategies with clients' risk profiles while maintaining long-term client relationships.
Gemma Britten
Operations Manager
Responsible for regulatory compliance and business operations since 2017. Oversees process improvements and supports strategic management while ensuring adherence to FCA requirements.
Questions
What financial planning services do you offer?
We provide comprehensive financial planning covering retirement strategies, pension consolidation, inheritance tax planning, and cash flow modelling tailored to individual circumstances.
How are your investment management fees structured?
Our investment management fees are typically 1% of the portfolio value, with defined benefit pension advice ranging from £1,500 to £15,000 depending on complexity.
Are you regulated by the Financial Conduct Authority?
Yes, we are authorised and regulated by the Financial Conduct Authority under registration number 540034.
Can you help with defined benefit pension transfers?
We offer specialist advice on defined benefit pension transfers, including two-stage suitability assessments starting from £1,500.
What areas do you serve?
While based in Romford, we provide financial advice to clients nationwide across the UK.
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