Mortgage and protection network Rosemount Financial Solutions has added Hereford Wealth and Financial Planning as a trading style.
Hereford Wealth and Financial Planning was established by Alistair Fitt, who previously was a partner at Hereford Pension, Investment and Mortgage Centre LLP.
Fitt said after 20 years in financial services and working under two directly authorised firms, moving away was “not an easy decision”.
“Having spoken with Ahmed, Zac and members of the wider team, it was clear that there was a ‘family’ based approach to the way that Rosemount Financial Solutions works.
"Alongside this, they have a progressive and innovative outlook to the business and towards financial services in general.
“Rosemount's reputation for providing a personal feel and supportive culture aligned perfectly with my views, and I’m excited at the prospect of working together,” he added .
Ahmed Bawa, chief executive of Rosemount Financial Solutions said Fitts’ attitude towards supporting clients in building long-term financial health aligned perfectly with the network.
“Fitt has extensive experience in financial services, so it’s extremely gratifying that he has pinpointed Rosemount as the right principal for his business.
"We have put a lot of work into providing bespoke support for our ARs, ensuring that whether they are an established business or a new firm Rosemount is on hand to deliver what they need,” he explained.
Earlier this year, Rosemount FS added Devon-based Nurture Financial Solutions as an appointed representative.
alina.khan@ft.com
