Portfolio Finance Ltd

Reference number: 1048084

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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.
  • Portfolio Finance Ltd (FRN 1048084) is an AR of Rosemount Financial Solutions (IFA) Limited (FRN 535515). When you use Portfolio Finance's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Portfolio Finance, 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

    020 3504 6382

  • Address

    6th Floor, 37 Lombard Street, London, City Of London, EC3V 9BQ, United Kingdom

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

  • What kind of line 020 3504 6382 is
  • Whether EC3V 9BQ is a shared office: 222 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
16813072
Company status
Active
Company type
Private limited company
Incorporated
27 October 2025 (less than a year old)
Registered office
6th Floor 37 Lombard Street, London, EC3V 9BQ, England
Nature of business
  • Activities of mortgage finance companies (SIC 64922)
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Carly Ling Director Mar 1985 27 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

Portfolio Finance’s history from the FCA register and Companies House, newest first.

2026

14 January 2026

  • Became an appointed representative

FCA register

2025

27 October 2025

  • Incorporated at Companies House
  • Carly Ling took control (75–100% of shares)
  • Carly Ling appointed as a director

Companies House

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

Firms like Portfolio Finance

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

In London

SIX Financial Information UK LimitedLondonAppointed representativeMagellan Investment Partners (UK) LimitedLondonAppointed representativeMoonfare UK LimitedLondonAppointed representativeAlpha FX Institutional LimitedLondonAppointed representativeLCP Capital Solutions LimitedLondonAppointed representativeBrighton Park Capital UK LimitedLondonAppointed 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 Portfolio Finance

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 Portfolio Finance Ltd FCA authorised?
Portfolio Finance Ltd (FRN 1048084) 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 Portfolio Finance?
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. Portfolio Finance Ltd (FRN 1048084) is an AR of Rosemount Financial Solutions (IFA) Limited (FRN 535515). When you use Portfolio Finance's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Portfolio Finance, 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 Portfolio Finance’s phone number?
The FCA register lists the phone number 020 3504 6382 for Portfolio Finance. If you were given different contact details, use these to check with the firm before going any further.
Is Portfolio Finance a scam or clone?
Portfolio Finance 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 Portfolio Finance?
Protection works through Rosemount Financial Solutions (IFA) Limited, the principal firm responsible for Portfolio Finance's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Portfolio Finance?
Companies House lists one person with significant control of Portfolio Finance: Mrs Carly Ling (75–100% of shares).
Who runs Portfolio Finance?
Companies House lists one director of Portfolio Finance: Carly Ling.
How long has Portfolio Finance been in business?
The company was formed on 27 October 2025.

Sources and links

The full report on Portfolio Finance Ltd

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