Our Charter

We will ask a number of relevant questions that will enable us to fully understand your circumstances, needs and budget.

Your personal information will always be treated in the strictest confidence.

We will strive to make strong relationships with product and service providers to ensure they mirror our commitment to you.

We will always explain paperwork to you in a way you understand and support our advice with timely, easy to comprehend documentation.

We aim to ensure that you have the chance to obtain the right product or service to meet your short and longer term needs.

On occasions that we feel it is appropriate for us to charge a fee for our services we promise that it will reasonable and justifiable.

We will always attempt to give you the best advice, even if it means losing your business to a competitor.

All of our staff will be professional and courteous to you, even if they are not directly involved in your business.

If you are unhappy with the service we provide we will take your complaint seriously and attempt to resolve the matter to your complete satisfaction.

If you wish to register a complaint, please write to Complaints Officer, Rosemount Financial Solutions IFA Ltd, Rosemount House, 2-4 Chequers Road, Basingstoke, RG21 7PU.  Telephone 01256 405460 or e-mail complaints@rosemountfsIFA.co.uk  

A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk  or by contacting them on 0800 023 4567