Who we are

Who we are

At Mor-Invest Ltd, we believe Financial Services should be fun. It’s a busy and varied role where you will meet lots of customers and our role is simply to help them to achieve their dream Objectives. We are in an excellent position to do these through our experience and value creation services through our dynamic advisers. Our vision is to create a one stop approach for our customer without a gap in their financial Planning through services provided and our success will come from leaving our customers with a memorable experience that they will want to share with others about
our services.

Mor-Invest Ltd is committed to building strong relationships with our customers, our community and our employees. Guided by the principles of teamwork, responsible citizenship, and community building, we’re dedicated to supporting our clients, employees and community to achieve their goals.

We are always ahead.
Professional Solutions for Your Business.

If you are unhappy with our service

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.