Accretive Wealth Management Ltd

Reference number: 1044211

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Appointed representative

This firm does not hold FCA authorisation of its own, and acts under a principal firm, which is legally responsible for its regulated business.

Responsible principal firm

Rosemount Financial Solutions (IFA) Limited Reference number: 535515 Authorised View firm →
What does this mean?
  • An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
  • Accretive Wealth Management Ltd (FRN 1044211) is an AR of Rosemount Financial Solutions (IFA) Limited (FRN 535515). When you use Accretive Wealth Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Accretive Wealth Management, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
  • Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

  • No website on the FCA register

  • Phone number

    07508 911999

  • Address

    5th Floor, 30 Churchill Place, Canary Wharf, London, E14 5RE, United Kingdom

In the full report: 2 background checks, 1 thing worth a closer look

  • What kind of line 07508 911999 is
  • Whether E14 5RE is a shared office: 28 other firms give it
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FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Rosemount Financial Solutions (IFA) Limited, the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
16754319
Company status
Active
Company type
Private limited company
Incorporated
1 October 2025 (1 year old)
Registered office
We Work 5th Floor, 30 Churchill Place, London, E14 5RE, England
Nature of business
  • Financial management (SIC 70221)

Directors and company secretaries

Name Role Born Appointed Other companies
Zane Mohammed Shamim Director Aug 1986 1 Oct 2025 None

In the full report: every company its directors have run

  • Confirmation that its director runs no other company
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Key dates in its history

Accretive Wealth Management’s history from the FCA register and Companies House, newest first.

2025

12 November 2025

  • Became an appointed representative

FCA register

1 October 2025

  • Incorporated at Companies House
  • Zane Mohammed Shamim took control (75–100% of shares)
  • Zane Mohammed Shamim appointed as a director

Companies House

Director appointments and resignations, and trading names, appear under All events.

Firms like Accretive Wealth Management

Other firms of the same type (financial adviser), nearest first.

In the East London (E) postcode area

Evergreen Financial Planning LTDAppointed representativeAByrne Collective LtdLondonAppointed representativeAlan SmithLondonAppointed representativeAlex ŴynneLondonAppointed representativeAnderson Ross Financial Services LTDLondonAppointed representativeBlackstone Financial Advice LtdLondonAppointed representative

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Accretive Wealth Management

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • Every company its directors have run, named
  • 2 background checks on its contact details, 1 flagged
  • All 4 events in its history

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Frequently asked questions about this firm

Is Accretive Wealth Management Ltd FCA authorised?
Accretive Wealth Management Ltd (FRN 1044211) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does appointed representative mean for Accretive Wealth Management?
An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct. Accretive Wealth Management Ltd (FRN 1044211) is an AR of Rosemount Financial Solutions (IFA) Limited (FRN 535515). When you use Accretive Wealth Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Accretive Wealth Management, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances. Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.
What is Accretive Wealth Management’s phone number?
The FCA register lists the phone number 07508 911999 for Accretive Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Accretive Wealth Management a scam or clone?
Accretive Wealth Management is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Accretive Wealth Management?
Protection works through Rosemount Financial Solutions (IFA) Limited, the principal firm responsible for Accretive Wealth Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Accretive Wealth Management?
Companies House lists one person with significant control of Accretive Wealth Management: Mr Zane Mohammed Shamim (75–100% of shares).
Who runs Accretive Wealth Management?
Companies House lists one director of Accretive Wealth Management: Zane Mohammed Shamim.
How long has Accretive Wealth Management been in business?
The company was formed on 1 October 2025.

Sources and links

The full report on Accretive Wealth Management Ltd

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