Rosemount Mortgage Planning
Rosemount Mortgage Planning is a financial advising company based in Maidstone, England. They specialize in providing expert financial services to their clients. With years of experience in the industry, Rosemount Mortgage Planning is committed to helping their clients achieve their financial goals. Their services include financial advising and a range of other financial services.
Introduction to Rosemount Mortgage Planning
Rosemount Mortgage Planning is a financial advising services company that specializes in mortgage planning. The company was founded in 2015 and has since become a leading provider of financial services in the United Kingdom. What sets Rosemount Mortgage Planning apart from other companies in the same industry is their personalized approach to each client. They take the time to understand their clients' financial goals and provide tailored solutions to help them achieve their goals.Services & Products
Rosemount Mortgage Planning offers a range of financial services, including mortgage planning, insurance planning, pension planning, and investment planning. Their mortgage planning services include advice on first-time homebuyers, remortgages, buy-to-let mortgages, and equity release. They also provide insurance planning services, such as life insurance, critical illness insurance, and income protection. In addition, they offer pension planning services, including self-invested personal pensions (SIPPs) and small self-administered schemes (SSASs), and investment planning services, such as stocks and shares ISAs and investment bonds.Location
Rosemount Mortgage Planning is located in Frederick House, 28 Brewer St, Maidstone ME14 1RY, England. Maidstone is a bustling town in the heart of Kent, known for its historic buildings and vibrant nightlife. The area is home to a variety of businesses, including restaurants, cafes, and shops. Customers can expect to experience a friendly and welcoming atmosphere in the area. The nearest public transportation options are Maidstone West Railway Station (0.6 miles), Maidstone East Railway Station (0.7 miles), and Maidstone Barracks Railway Station (1 mile).Benefits
Customers should choose Rosemount Mortgage Planning because of their personalized approach to financial advising. The company takes the time to understand each client's unique financial situation and provides tailored solutions to help them achieve their goals. They also have a team of experienced financial advisors who are knowledgeable in all areas of finance, including mortgage planning, insurance planning, pension planning, and investment planning.Good to Know
Customers should be aware that Rosemount Mortgage Planning is a fee-based financial advising services company. This means that they charge a fee for their services, rather than earning commission on the financial products they recommend.Reviews
Customers have praised Rosemount Mortgage Planning for their excellent customer service and personalized approach to financial advising. They have also commended the company for their in-depth knowledge of the financial industry and their ability to provide tailored solutions to meet each client's needs.Amenities
-
free consultation -
online services
-
investment advice
-
retirement planning
-
tax planning
-
insurance services
-
asset management
-
budgeting assistance
-
debt management
-
credit counseling
-
estate planning
FAQ
What is your experience and qualifications in providing financial advising services?
We have a team of experienced financial advisers who have been providing financial advising services for many years. Our advisers hold relevant qualifications and are registered with the Financial Conduct Authority (FCA) in the UK.What types of financial services do you offer?
We offer a range of financial services including mortgage planning, retirement planning, investment planning, and insurance planning. Our services are tailored to meet the individual needs of our clients.How do you customize your services to meet individual client needs?
We work closely with our clients to understand their unique financial situation, goals, and objectives. Based on this information, we develop a customized financial plan that is tailored to meet their specific needs.How do you charge for your services and what are the fees?
We charge for our services based on the complexity and scope of the work required. Our fees are transparent and we will provide a clear breakdown of all charges before proceeding with any work.What is your process for monitoring and adjusting investment portfolios?
We regularly monitor our clients' investment portfolios to ensure that they are aligned with their objectives and risk tolerance. We will make adjustments as necessary to ensure that our clients' portfolios remain on track to meet their goals.Reviews
-
Vicki Hubert
Richard advised on my last mortgage 13 years ago, and a renewal in the intervening years. So when I decided to move earlier this year it was Richard I turned to to steer me through the minefield of mortgage deals! He is patient and thorough and really has his clients’ best interests at heart. I have found him to be available for advice at very short notice, and when circumstances have changed he has been informative and full of useful tips. Highly recommend Richard’s excellent service.
29-04-2023
-
paula wilkinson
Richard arranged a mortgage in super quick time, always keeping us informed at all times. Excellent service would definitely recommend.
29-04-2023
-
James Day
Richard has guided us over several years with a complex series of self build mortgages, remortgages, advances and loans. He has been nothing but excellent. Knowledgeable, attentive, conscientious and personable. The advice and service we have received over the years has been unparalleled. We could not recommend Richard enough. Thanks Richard.
27-05-2022
-
Vicki B
Really personal, thorough and effective service: Richard obtained a mortgage for us where other brokers had failed, and we had challenging circumstances. He has been friendly and professional throughout, maintained good contact and worked hard for us. He made a scary, grown-up process safe and achievable.
27-05-2022
-
C G
Richard is brilliant, knowledgeable, understanding and flexible. He goes the extra mile. Couldn't recommend highly enough. Thank you!
27-05-2022
-
Katarzyna Braciszewicz
6 years ago as first time buyers me and my husband were completely new to the world of property but with Richards help we instantly felt we were in great hands. He is very flexible with his time and gave us great confidence throughout our buying process. Year ago he helped us with remortgaging and now he is looking for the best life and finance protection insurance for us. We couldn't have asked for a more helpful advisor who put our best interests first. Richard in particular has managed to strike the perfect balance between professional and friendly advice, and we're forever grateful:) Thank you Richard:)
27-05-2022
-
Lucy Smith
My husband and I have worked with Richard from Rosemount for our mortgage and related insurance requirements on two occasions now and we won't hesitate to use him again. He gives the available options, explaining each one in a clear and understandable way. He is professional, knowledgeable and very amiable. Highly recommended. Thank you Richard!
27-05-2022
-
Marcel Bucsa
Positive: Professionalism
27-05-2021
-
Amie Prebble
Positive: Professionalism, Quality
27-05-2021
-
Nicola Thomas
I met with Richard yesterday evening, spent 2 and half hours going through every! He's been fantastic! Received mortgage offer in principle today! Highly recommend!!!
27-05-2020
