Hereford Wealth and Monetary Planning has joined Monetary Planning community Rosemount Monetary Options as an appointed consultant.
The newly established agency has been based by Alistair Fitt, who was beforehand a self-employed adviser for 16 years as a part of a straight authorised agency.
Mr Fitt mentioned: “After spending my total 20 yr profession in monetary companies working below two straight authorised companies, transferring away was not a simple determination. My purchasers belief me and I wanted to really feel the identical sense of belief in a community.
“Having spoken with Ahmed, Zac and members of the broader staff, it was clear that there was a ‘household’ based mostly method to the best way that Rosemount Monetary Options works. Alongside this, they’ve a progressive and revolutionary outlook to the enterprise and in the direction of monetary companies basically.”
Mr Fitt has been joined at Hereford Wealth by paraplanner Jade Powell.
Rosemount Monetary Options is a Basingstoke-based impartial mortgage and Monetary Planning community based in 2006. The community is at present supporting over 110 particular person advisers.
The community’s advisers cowl mortgages, safety, insurance coverage, investments and pensions throughout the UK.
Ahmed Bawa, CEO of Rosemount Monetary Options, mentioned:“We’re delighted to welcome Hereford Wealth and Monetary Planning to the Rosemount Monetary Options staff. Alistair’s angle in the direction of supporting purchasers in constructing long-term monetary well being aligns completely with our community.
“Alistair has in depth expertise in monetary companies, so it’s extraordinarily gratifying that he has pinpointed Rosemount as the best principal for his enterprise. We have now put a number of work into offering bespoke help for our ARs, guaranteeing that whether or not they’re a longtime enterprise or a brand new agency Rosemount is available to ship what they want.”
