Andrea Smith

Reference number: 1026224

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Appointed representative

Andrea Smith does not hold FCA authorisation of their own, and acts under a principal firm, which is legally responsible for their 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.
  • Andrea Smith (FRN 1026224) is an AR of Rosemount Financial Solutions (IFA) Limited (FRN 535515). When you use Andrea Smith's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Andrea Smith, 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

    01722 672059

  • Address

    Suite 15, The Portway Centre, Old Sarum, Salisbury, Wiltshire, SP4 6EB, United Kingdom

In the full report: 2 background checks

  • What kind of line 01722 672059 is
  • Who else gives the postcode SP4 6EB
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Other names (1)

If you were contacted under any of these names, it is this firm.

  • Clearview Financial Trading name

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.

Key dates in its history

Andrea Smith’s history from the FCA register and Companies House, newest first.

2025

24 February 2025

  • Became an appointed representative
  • Began trading as "Clearview Financial"

FCA register

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

Firms like Andrea Smith

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

In Salisbury

4 Pillars Financial Planning LtdSalisburyAppointed representativeApicem Consulting LTDSalisburyAppointed representativeDominic BattySalisburyAppointed representativeGem FS LimitedSalisburyAppointed representativeGrovely Financial LimitedSalisburyAppointed representativeLee PerkesSalisburyAppointed 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 Andrea Smith

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

  • 2 background checks on its contact details
  • All 2 events in its history

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Frequently asked questions about this firm

Is Andrea Smith FCA authorised?
Andrea Smith (FRN 1026224) 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 Andrea Smith?
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. Andrea Smith (FRN 1026224) is an AR of Rosemount Financial Solutions (IFA) Limited (FRN 535515). When you use Andrea Smith's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Andrea Smith, 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 Andrea Smith’s phone number?
The FCA register lists the phone number 01722 672059 for Andrea Smith. If you were given different contact details, use these to check with the firm before going any further.
Is Andrea Smith a scam or clone?
Andrea Smith 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 Andrea Smith?
Protection works through Rosemount Financial Solutions (IFA) Limited, the principal firm responsible for Andrea Smith's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Does Andrea Smith use any other names?
It trades as Clearview Financial.

Sources and links

The full report on Andrea Smith

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