Gurmeet Singh Kler

Reference number: 927433

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Appointed representative

Gurmeet Singh Kler 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.
  • Gurmeet Singh Kler (FRN 927433) is an AR of Rosemount Financial Solutions (IFA) Limited (FRN 535515). When you use Gurmeet Singh Kler's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Gurmeet Singh Kler, 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

    07970 818078

  • Address

    263 Richmond Road, Kingston Upon Thames, KT2 5DJ, United Kingdom

In the full report: 2 background checks

  • What kind of line 07970 818078 is
  • Who else gives the postcode KT2 5DJ
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Other names (2)

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

  • Oakmont Financial Services Trading name
  • Oakmont Finance Former 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

Gurmeet Singh Kler’s history from the FCA register and Companies House, newest first.

Key events (3) All events (6)

2024

1 November 2024

  • Changed its registered name from "Oakmont Financial Services"

FCA register

2023

18 January 2023

  • Changed its registered name from "Gurmeet Singh Kler"

FCA register

2020

8 June 2020

  • Became an appointed representative

FCA register

In the full report: all 6 events

  • All 6 events in its history (3 shown here)
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Firms connected to Gurmeet Singh Kler

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

connected firm
1
share its postcode
1

In the full report: the connected firm, named

  • How it is linked: the same postcode (1)
  • Who links it to this firm: the named directors, with dates
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Firms like Gurmeet Singh Kler

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

In Kingston Upon Thames

Honeycomb Financial LLPKingston Upon ThamesAppointed representativeKeystone Wealth Management LtdKingston upon ThamesAppointed representativeNew Town Money LtdKingston Upon ThamesAppointed representativeRoger LondonKingston upon ThamesAppointed representativeSukhvir BirkKingston upon ThamesAppointed representativeAspen Financial Services LimitedKingston Upon ThamesAuthorised

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 Gurmeet Singh Kler

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 6 events in its history
  • 1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is Gurmeet Singh Kler FCA authorised?
Gurmeet Singh Kler (FRN 927433) 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 Gurmeet Singh Kler?
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. Gurmeet Singh Kler (FRN 927433) is an AR of Rosemount Financial Solutions (IFA) Limited (FRN 535515). When you use Gurmeet Singh Kler's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Gurmeet Singh Kler, 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 Gurmeet Singh Kler’s phone number?
The FCA register lists the phone number 07970 818078 for Gurmeet Singh Kler. If you were given different contact details, use these to check with the firm before going any further.
Is Gurmeet Singh Kler a scam or clone?
Gurmeet Singh Kler 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 Gurmeet Singh Kler?
Protection works through Rosemount Financial Solutions (IFA) Limited, the principal firm responsible for Gurmeet Singh Kler's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Does Gurmeet Singh Kler use any other names?
It trades as Oakmont Financial Services. It has previously used the name Oakmont Finance.

Sources and links

The full report on Gurmeet Singh Kler

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