Independent financial advice should help you understand your options, make confident decisions and build the future that's right for you.
Financial planning is personal. I'm building financial security for my own young family, and I know that what financial freedom looks like for one person can be completely different for another.
No two families, careers or financial situations are the same, so good financial advice should start with understanding what's important to you.
What I enjoy most is getting to know the people I work with, understanding what they want from life and helping them make progress towards it.
info@andersonwealth.co.ukThe plans you make in life are personal to you, and your finances are part of those plans. Good financial advice starts with understanding what matters to you and what you want to achieve.
Alongside individual financial advice, I work with employers across Northern Ireland to bring practical financial education and support directly to their employees.
Through group financial wellbeing workshops and confidential one-to-one meetings, employees can get help with the financial decisions that affect them throughout their working lives.
Learn About Employee Financial WellbeingYour finances are connected. We help bring everything together into a clear, long-term plan, so the decisions you make today support where you want to be in the future.
Financial planning doesn't need to be complicated. We explain your options clearly so you understand both what you're doing and why.
Your life changes and your financial plan should change with it. We're here to help keep things aligned as your family, career and priorities evolve.
Our first meeting focuses on your family and ambitions. While numbers matter, your "why" is what matters most. It's also your chance to ensure we're the right fit for your long-term goals.
After reviewing your finances, we'll present a clear roadmap. We'll walk you through every option step-by-step, ensuring you're confident and all your questions are answered.
With your plan agreed, we'll implement suitable financial solutions to help turn your goals into reality. As an independent adviser, I can consider suitable solutions from across the market.
Your life will look different 5, 10 and 20 years from now, and your finances should keep pace. Regular reviews help keep your plan aligned with your circumstances, priorities and long-term goals.
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.