Michael Welton

Business Strategy Manager & Adviser @Rosemount Financial Solutions (IFA) Ltd

England, GB

Since August 2023, I\'ve had the privilege of driving growth and fostering success for both self-employed sole traders and larger Mortgage & Protection, and Financial Planning practices at Rosemount. My role goes beyond traditional recruitment—I\'m passionate about helping financial advisers and businesses unlock their full potential.What I Do:Recruitment: I connect ambitious financial advisers, mortgage, and protection advisers with opportunities to take control of their careers. Whether you\'re an employed adviser ready to step into self-employment or a practice owner seeking a supportive network, I\'m here to guide you.Sales Growth & Client Acquisition: I work closely with practices to enhance their sales language, refine processes, and boost lead generation. My focus is on sustainable growth, ensuring businesses thrive in an increasingly competitive market.Business Optimisation: From CRM management to crafting effective email templates, I streamline business processes, making operations more efficient.Outsourcing & Support: I provide access to resources and outsourcing options that allow practices to focus on what they do best—serving their clients.What I\'m Looking For:Employed Financial Adviser: Are you considering taking the leap into business ownership and self-employment? I’m here to help you take that first step towards a lifestyle where you control your income and your future.Sole Traders & Larger Practices: If you’re not satisfied with your current network, let’s connect. I’m open to exploring how Rosemount can offer you a better, more supportive environment that aligns with your vision for growth.Why Rosemount? At Rosemount, we believe in empowering financial professionals to achieve their goals through tailored support and strategic growth opportunities. My mission is to match the right advisers with the right resources, creating a win-win for both individuals and practices.