ROSEMOUNT INDEPENDENT FINANCIAL ADVISERS - Key Persons
Job Titles:
- Chief Financial Adviser and Managing Director
Andy is the founder of the company and holds the Diploma in Financial Planning (Dip PFS) and is a Member of the Personal Finance Society.
He has in just under 40 years experience of advising clients and lives to educate, inspire and empower his clients to make the right decisions for their future.
His main purpose is to help and educate clients' so that they can fully understand their financial position and the investments they have. This helps them achieve their goals - no matter what they are - as everyone's goals and priorities are different. It is with all of this knowledge and insight into what customers want and need that Andy aims to continue to develop the company so that it can maintain direct authorisation status and continue to care for the welfare of its clients.
For Andy, one of the best things about his job is helping people. It's always a real feel-good moment for both parties when plans come together and everyone is happy.
Andrew has worked in the financial services sector for over 25 years, and holds the Diploma in Financial Planning (Dip PFS) and is a Member of the Personal Finance Society.
Andrew has been with Rosemount for over 11 years and has built many happy, long-term relationships with clients in that time. This is particularly important due to his experience of managing investment portfolios and clients increasingly developing their appetite for risk.
Andrew spends the majority of his time advising older clients on pensions and investments in the period leading up to, and into, retirement however he also works with younger individuals and businesses on various types of protection.
His work enjoyment comes from helping his clients to plan and implement their investment or retirement strategies, always ensuring their money is invested perfectly inline with their risk profile. Andrew loves working with long-term clients to help them fulfil their dreams, be that repaying their mortgage early, buying a holiday home or whatever else that may be.
Fun Fact? Andrew is a Munro Bagger! In simple terms, he loves mountain climbing. He has bagged (climbed) over 100 Munros (Scottish mountains over 3,000 ft (914.4m)) and at weekends is often found wondering over the foothills of Essex.
Andrew joined us in February 2016, having previously worked at the City of London for Stockbrokers, Global Custody divisions of Investment Banks including HSBC and Pershing (part of Bank of New York) as well as Reliance Mutual.
As part of his role, Andrew contributes to the processing of new business cases for all product types along with working on submissions of investment instructions to providers for purchases, fund switches and sales to facilitate withdrawals.
Andrew enjoys helping clients by answering any queries and identifying any potential issues before they actually become problems; minimising risk and error before it happens.
Gemma has been with Rosemount since May 2017 and brought with her a wealth of experience of working with high net worth individuals, international private clients and business owners.
Gemma is the driving force behind seamless business operations and regulatory compliance. She is responsible for overseeing and developing the general functions of the firm, which includes leading on the implementation of initiatives to enhance our processes and procedures, heading compliance and regulatory reporting requirements, Technology, HR and supervising our Financial Planners.
A key part of her role is supporting Andy on helping to manage the business and the wider team so that all clients receive a positive and satisfying experience. Gemma's passion is overseeing the smooth running of Rosemount as this results in not only happy clients, but happy employees too.
In her role as Receptionist, Marcelle is often the first person our clients' meet. Whether face to face, or on the phone, making clients' feel welcome and relaxed, is the part she enjoys most.
Fun fact? Marcelle is 71 and has no plans to give up work just yet as she loves it too much. She also loves to up-cycle furniture in her spare time.
Megan joined us in May 2017 from another IFA firm in the city. She is responsible for researching our investment portfolios and helping clients make more informed decisions.
As part of her role she specialises in creating cash flow forecasts for clients to help them understand their income and expenditure and how their current savings and lifestyle will affect their money during retirement. Megan sees as crucial in the life planning process.
She loves knowing that the work and research she undertakes will ultimately help clients not only understand their circumstances better, but also achieve their goals for retirement.
Job Titles:
- Senior Paraplanner and Chairman of the Investment and Technical Committees
Tony has worked at Rosemount for almost 10 years and is a Chartered Financial Adviser and is the firms Chairman of the Investment Committee. He is highly qualified with a background in accountancy and financial services. He joined the company from a city investment firm as a welcome addition to the team, bringing with him his wealth of knowledge and experience.
Tony is passionate about helping clients and assists advisers with technical research, suitability report writing, and portfolio reviews. As part of the investment committee, he also develops the firm's investment proposition.
For Tony, the best thing about the job is the need to continuously update his technical knowledge and skills. Not only for personal development, but also for ensuring that he can support the advisers' meet their clients' needs.