This guide aims to simplify investing and help you make informed decisions. It starts by outlining its purpose and the basics of investing. You’ll explore understanding your needs, key considerations, investment risks, and different risk profiles. It covers diversification, asset allocation examples, managing investment funds, and finding trustworthy research and governance. Additionally, it offers tips on avoiding common investment mistakes and explains responsible investing. For a copy or further assistance, please email me.
Complaints Procedure
If you are not happy with our service, please write to Complaints Officer, Rosemount Financial Solutions (IFA) Ltd, Rosemount House, 2-4 Chequers Road, Basingstoke, RG21 7PU. Telephone 01256 405460 or e-mailcomplaints@rosemountfs.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.