Rosemount Financial Solutions announce partnership with Scottish Widows

Today, Rosemount Financial Solutions (IFA) announced its latest partnership with Scottish Widows, allowing its advisers to access the insurer’s platform.

Related topics:  Scottish Widows,  partnership
Tabitha Lambie | Editor, Protection Reporter
21st May 2024
AR Firms
"Rosemount is building a strong reputation within the industry because of the level of support we deliver to our ARs."
- Ahmed Bawa, CEO of Rosemount Financial Solutions

Rosemount Financial Solutions’ (IFA) Appointed Representatives (ARs) will now have access to Scottish Widows’ platform, designed to ensure advisers are best placed to secure good outcomes for their customers.

This platform provides a suite of planning and research tools, so advisers can make informed decisions about their customers’ portfolios. Alongside these tools, Scottish Widows will provide advisers with access to dedicated service and support teams.

“Our focus is on providing a platform that enhances the advice process and makes advisers lives easier, so we’re incredibly pleased to have been selected to partner with Rosemount Financial Solutions,” said Ranila Ravi-Burslem, Intermediary Distribution Director at Scottish Widows. She believes the network’s AR firms will benefit from the “significant investment we’re making in our technology and our broad range of investments and wrapper options, all supported by the 5-star service we provide.”

Ahmed Bawa, CEO of Rosemount Financial Solutions, added that he’s “committed to providing our AR firms with the support they need in order to provide a higher level of service to their customers. Scottish Widows’ platform will allow them to do just that and ensure that customers are able to enjoy the best possible outcomes.”

“Rosemount is building a strong reputation within the industry because of the level of support we deliver to our ARs, the family feel they enjoy being part of our team, and we will continue to invest in products and services that allow those ARs to grow their business,” he concluded.   

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