Financial Planning network Rosemount Financial Solutions (IFA) has launched a free cashflow modelling tool for adviser members.

Advisers can produce branded reports using the tool which incorporate the adviser firm’s logo and branding.

The tool has been developed internally by the firm. It said it will arm advisers with the ability to provide clients with personalised reports outlining their potential financial futures and the impact of decisions on their eventual financial health.

The Rosemount cashflow modeller tool is available through its adviser portal, which was launched earlier this year. It said the portal has been upgraded based on adviser feedback, offering a centralised hub for accessing tools, documents, and business intelligence.

Ahmed Bawa, CEO of Rosemount, said: “The cashflow modeller tool is something many advisers have requested. The tools are an essential element of an adviser’s toolkit, allowing them to paint a distinct, personalised picture for their clients."

Rosemount added 10 new advisers between April and June. The Basingstoke-based network’s total number of advisers now stands at more than 150, it said.

The growth in advisers has helped the firm achieve new records in financial performance, it said, with revenues in the first quarter of this year up by more than a third on the same period of 2024.

Rosemount was founded in 2004 as Mortgage Solutions for You, but rebranded to Rosemount Financial Solutions (IFA) Ltd in 2006.

 Last year it added 31 advisers, 12 of which were Financial Planners with the rest being mortgage and protection advisers. It reported 25% growth in revenue year on year in 2024 with total AUM climbing £500m to £2.5bn.