Hampshire-headquartered financial planning network Rosemount Financial Solutions has partnered with Seven Investment Management.
Coming hot on the heels of Rosemount's strategic partnership with Scottish Widows, this latest development means the appointed representatives of the mortgage, protection and financial planning network can use 7IM's investment platform.
They will be able to use the whole-of-market investment products and tax wrappers, as well as make use of the investment house's free client engagement tools and materials, including an app-based client portal and free cashflow modelling.
According to Ahmed Bawa, chief executive of Rosemount, intermediaries can also use 7IM’s Retirement Income Service, which assists with the setting and ongoing management of a client’s wealth, taking into account sequencing and goals risk with the ability to adapt the plan over time as the client’s needs change.
Because the platform is built in-house, the team behind it are able to act more nimbly to market developments, enabling greater functionality and flexibility to users, with 7IM able to focus its development on the needs of user businesses.
Russell Lancaster, managing director of platform at 7IM, said: "Our platform has been designed to provide advisers with the tools they need to deliver a great service to their clients, and help them manage their money in a transparent, value-for-money way.”
Bawa said: "As a network we are determined to provide our advisers with a wide range of solutions, allowing them to assist their clients in building and maintaining their wealth over the long term.
"Rosemount will continue to build partnerships that will make a tangible difference to our members, with providers that have the same focus on delivering a great experience to advisers and their clients for which Rosemount has become renowned.”
In June, Rosemount partnered with Scottish Widows, providing its ARs access to the Scottish Widows platform.
According to Bawa, these partnerships demonstrate Rosemount’s commitment to delivering exceptional value and service to the clients of member firms, providing the tools necessary to build long-term wealth.
