Robinson Rose Wealth Management Ltd
Reference number: 980382
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Authorised by the FCA
This firm is on the FCA register and authorised to carry out regulated activities.
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.
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Phone number
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Address
Robinson Rose Wealth Management Ltd, Brooke Court, Lower Meadow Road, Handforth, Wilmslow, Cheshire East, SK9 3ND, United Kingdom
In the full report: 3 background checks
- When robinsonrosewealth.co.uk first appeared online, and whether it can receive email
- What kind of line 01625 685340 is
- Who else gives the postcode SK9 3ND
FCA permissions and consumer protection
- Give regulated advice FSCS may applyA claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
- Manage or trade investments FSCS may applyEligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
- Advise on or arrange mortgages FSCS may applyMortgage advice and arranging may be FSCS-covered, up to the limit that applies.
- Lend or arrange credit No FSCS coverConsumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
- Complaints Ombudsman, freeYou can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (9 permissions)
- Advising on investments (except on Pension Transfers and Pension Opt Outs)
- Advising on Pension Transfers and Pension Opt Outs
- Advising on regulated mortgage contracts
- Arranging (bringing about) deals in investments
- Arranging (bringing about) regulated mortgage contracts
- Debt-counselling
- Making arrangements with a view to regulated mortgage contracts
- Making arrangements with a view to transactions in investments
- Providing Credit Information Services
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
- 14274903 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 3 August 2022 (4 years old)
- Registered office
- Ground Floor, Unit E Lower Meadow Road, Handforth, Wilmslow, Cheshire, SK9 3ND, England
- Nature of business
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- Financial management (SIC 70221)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Jan Peter Robinson | Director | Jun 1977 | 3 Aug 2022 | None |
| Joseph Frederick Rose | Director | Apr 1979 | 3 Aug 2022 | None |
In the full report: every company its directors have run
- Confirmation that these 2 directors run no other company
Filed accounts and finances
Net assets
£292k
+29% from £226k
Cash at bank
£559k
+99% from £280k
Employees (average)
16
+33% from 12
Owed within a year
£298k
+49% from £201k
Assets and liabilities
About these figures
- Turnover
- Money taken from sales in the year, before any costs.
- Profit before tax
- What was left after the year’s costs, before corporation tax. A minus figure is a loss.
- Net assets, or total equity
- Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
- Total assets and total liabilities
- Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
- Cash at bank
- Money in the company’s accounts on the last day of the year.
- Owed within a year, owed after a year
- Debts and bills due in the next twelve months, and those due later.
There is no turnover or profit: small companies do not have to publish them.
Accounts filed at Companies House for company 14274903. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.
Key dates in its history
Robinson Rose Wealth Management’s history from the FCA register and Companies House, newest first.
2023
20 March 2023
- Regulated by the FCA from this date
- Became authorised by the FCA
FCA register
2022
3 August 2022
- Incorporated at Companies House
- Jan Peter Robinson became a part-owner (25–50% of shares)
- Joseph Frederick Rose became a part-owner (25–50% of shares)
Companies House
In the full report: all 10 events
- All 10 events in its history (5 shown here)
- Every director appointment and resignation: 2
Firms like Robinson Rose Wealth Management
Other firms of the same type (financial adviser), nearest first.
In Wilmslow
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 Robinson Rose 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
- 3 background checks on its contact details
- All 10 events in its history
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Frequently asked questions about this firm
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Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Check your FSCS cover fscs.org.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk