Rosemount

After more than 30 years in business, Rosemount had built an enviable client base and impressive AUM. But founder Andy Arthur knew their brand no longer reflected who they had become, or who they worked with.

Andy met Anna at AdviserTech LIVE, where her presentation on branding for the next generation struck a chord. Rosemount’s goal wasn’t to chase a huge influx of new clients. Instead, they wanted to stay relevant to their clients’ children, secure long-term sustainable growth, and reinforce their position as the go-to financial planners in their local area.

Just as importantly, they wanted to inspire the current team and attract the next wave of advisers to the firm.

In the brand discovery workshop we brought the team together to explore Rosemount’s story, values and ambitions. The live graphic recording captured the conversation in real time, and became a visual anchor for what the refreshed brand should represent.

We then developed a new identity, more modern and confident, while respecting Rosemount’s heritage. The refreshed logo and colour palette bring clarity and energy, and the new brand toolkit will provide consistency across every touchpoint. Professional photography gave the team and office a strong visual presence, helping to put focus on Rosemount’s people.

The website was designed to support Rosemount’s ambition to be seen as the trusted, go-to planners in their area. Clear navigation, strong calls to action, and engaging content give the site a structure that’s both client-friendly and future-ready. Animations and fresh visuals add warmth and personality, while also communicating authority.

The result is a brand and website that unites the team, resonates with existing clients and their families, and helps attract the next generation of talent.