Rosemount Financial Solutions (IFA) celebrates successful peer group event

March 19, 2025

Rosemount Financial Solutions (IFA), the mortgage, protection and financial planning network, has held its first Peer Group event of 2025.

The event, which took place in Kent on 13th March, brought together members of the network from across the county and surrounding areas. Attendees benefited from a range of informative sessions from both Rosemount and partner providers.

These included:

Hayleigh Kelly, Deputy Money Laundering Reporting Officer at Rosemount, on compliance updates and trends
Tim Sorrell, National Account Manager at Perenna, on how long-term mortgages can deliver for the nation’s borrowers
Gifford Clay, Head of Intermediary Sales at National Friendly, on the mutual’s Friendly Shield product
Andrew Douglas, National Account Manager at Together, on the buy-to-let and specialist lending landscapes
Simon Moss, Business Development Manager at Scottish Widows, on the need for advisers to include protection in their process
Tim Gunning, Regional Development Manager at Atom bank, on the role of technology in providing a smoother application process

Advisers also had the opportunity to pick the brains of their colleagues, sharing experiences and insights which will allow them to deliver an even higher standard of service to their clients.

Peer Groups are just one of the ways Rosemount Financial Solutions (IFA) ensures that its advisers are able to provide a comprehensive service to their clients. The network – which enjoyed a record-breaking 2024 – also hosts bespoke training sessions and masterclasses, while providing routes for members to share best practices and discuss problematic cases with fellow advisers within the Rosemount family.

Further Peer Group sessions will be held across the quarter in Bristol and London.

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

“We have had brilliant feedback from the advisers who attended the Kent Peer Group, who left the session armed with a greater insight into how these providers can support their clients. The Peer Groups are a fantastic example of how networks can provide real value to members, combining informative presentations with the opportunity to learn from colleagues within the network.

“We will be holding further regional Peer Group sessions in the months to come, and look forward to seeing our advisers there.”

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