Foremost Financial Management Limited

Reference number: 1041993

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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

St. James's Place Wealth Management Plc Reference number: 195351 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.
  • Foremost Financial Management Limited (FRN 1041993) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Foremost Financial Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Foremost Financial 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.

In the full report: 3 background checks

  • When foremostfinancial.net first appeared online, and whether it can receive email
  • What kind of line 01621 840444 is
  • Who else gives the postcode CO3 0NR
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FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through St. James's Place Wealth Management PLC, 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
16549928
Company status
Active
Company type
Private limited company
Incorporated
30 June 2025 (1 year old)
Registered office
9 Park Lane Business Centre, Park Lane, Langham, Colchester, CO4 5WR, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Matthew Rouse Director Apr 1991 30 Jun 2025 None
Alison Jayne Rodger Director May 1966 1 Sep 2025 None
Paul Grahame Crawley Director Oct 1962 27 Jan 2026 None

In the full report: every company its directors have run

  • Confirmation that these 3 directors run no other company
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Key dates in its history

Foremost Financial Management’s history from the FCA register and Companies House, newest first.

Key events (6) All events (10)

2026

27 January 2026

  • Paul Grahame Crawley became a part-owner (25–50% of shares)

Companies House · FCA register

23 January 2026

  • Alison Jayne Rodger stopped being a part-owner

Companies House

2025

13 October 2025

  • Became an appointed representative

FCA register

1 September 2025

  • Alison Jayne Rodger became a part-owner (25–50% of shares)

Companies House

30 June 2025

  • Incorporated at Companies House
  • Matthew Rouse became a part-owner (25–50% of shares)

Companies House

In the full report: all 10 events

  • All 10 events in its history (6 shown here)
  • Every director appointment and resignation: 3
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Firms connected to Foremost Financial Management

Other FCA-listed firms that share a director, phone number or address with Foremost Financial Management. A link shows who the firm is tied to, not whether either can be trusted.

connected firms
2
share its postcode
2

In the full report: all 2 connected firms, named

  • How each is linked: the same postcode (2)
  • Who links each one: the named directors, with dates
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Firms like Foremost Financial Management

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

In Colchester

Adele Waters Wealth Management LimitedColchesterAppointed representativeAlex Lloyd Wealth Management LtdColchesterAppointed representativeAllen & Company Financial Management LtdColchesterAppointed representativeAndrew DuleyColchesterAppointed representativeAshish PopatColchesterAppointed representativeBarker Mortgage Solutions LimitedColchesterAppointed 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 Foremost Financial 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
  • 3 background checks on its contact details
  • All 10 events in its history
  • 2 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Foremost Financial Management Limited FCA authorised?
Foremost Financial Management Limited (FRN 1041993) 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 Foremost Financial 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. Foremost Financial Management Limited (FRN 1041993) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Foremost Financial Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Foremost Financial 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 Foremost Financial Management’s phone number and website?
The FCA register lists the phone number 01621 840444 and the website foremostfinancial.net for Foremost Financial Management. If you were given different contact details, use these to check with the firm before going any further.
Is Foremost Financial Management a scam or clone?
Foremost Financial 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 Foremost Financial Management?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Foremost Financial Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Foremost Financial Management?
Companies House lists 2 people with significant control of Foremost Financial Management: Mr Paul Grahame Crawley (25–50% of shares) and Mr Matthew Rouse (25–50% of shares). Before that, it was controlled by Mrs Alison Jayne Rodger.
Who runs Foremost Financial Management?
Companies House lists 3 directors of Foremost Financial Management: Matthew Rouse, Alison Jayne Rodger and Paul Grahame Crawley.
How long has Foremost Financial Management been in business?
The company was formed on 30 June 2025.

Sources and links

The full report on Foremost Financial Management Limited

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