Rootes Wealth Management Ltd

Reference number: 998007

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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.

In the full report: 3 background checks

  • When rootes.co.uk first appeared online, and whether it can receive email
  • What kind of line 01732 247360 is
  • Who else gives the postcode TN11 9EB
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Other names (1)

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

  • Rootes Wealth Trading name

FCA permissions and consumer protection

  • Give regulated advice FSCS may apply
    A 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 apply
    Eligible 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 apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (13 permissions)
  • Acting as a CBTL advisor
  • Acting as a CBTL Advisor
  • Acting as a CBTL arranger
  • Acting as a CBTL Arranger
  • 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
  • Credit Broking
  • Debt-counselling
  • Making arrangements with a view to regulated mortgage contracts
  • Making arrangements with a view to transactions in investments

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
14159023
Company status
Active
Company type
Private limited company
Incorporated
8 June 2022 (4 years old)
Registered office
10 Upper Grosvenor Road, Tunbridge Wells, TN1 2EP, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Robert George Mansfield Director Sep 1985 8 Jun 2022 None

In the full report: every company its directors have run

  • Confirmation that its director runs no other company
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Filed accounts and finances

Year to 30 June 2026Full accountsNot audited

Total equity

£37.1k

+51% from £24.6k

Cash at bank

£36.8k

+62% from £22.7k

Owed within a year

£4,679

Up £3,721 from £958

Assets and liabilities

In the full report: all 4 years of accounts

  • Every year from 2023 to 2026
  • The chart, over every year
  • Every filed figure, year by year
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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.

Accounts filed at Companies House for company 14159023. 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

Rootes Wealth Management’s history from the FCA register and Companies House, newest first.

Key events (5) All events (9)

2024

22 January 2024

  • Regulated by the FCA from this date
  • Changed its registered name from "Rootes Wealth Management Ltd"
  • Became authorised by the FCA

FCA register

2022

8 June 2022

  • Incorporated at Companies House
  • Robert George Mansfield took control (75–100% of shares)

Companies House

In the full report: all 9 events

  • All 9 events in its history (5 shown here)
  • Every director appointment and resignation: 1
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Firms like Rootes Wealth Management

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

In Tonbridge

Courtney Havers LLPTonbridgeAuthorisedESJ Financial Planning LLPTonbridgeAuthorisedHalcyon Wealth UK LtdTonbridgeAuthorisedLMJ Financial Management LtdTonbridgeAuthorisedWheble Financial Services LimitedTonbridgeAuthorisedOff Piste Wealth LimitedTonbridgeAppointed 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 Rootes 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
  • 4 years of accounts, charted
  • All 9 events in its history

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Frequently asked questions about this firm

Is Rootes Wealth Management Ltd FCA authorised?
Yes, Rootes Wealth Management Ltd (FRN 998007) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since January 2024 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Rootes Wealth Management’s phone number and website?
The FCA register lists the phone number 01732 247360 and the website rootes.co.uk for Rootes Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Rootes Wealth Management a scam or clone?
Rootes Wealth 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 Rootes Wealth Management?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Rootes Wealth Management to the Financial Ombudsman Service, free of charge.
Who owns Rootes Wealth Management?
Companies House lists one person with significant control of Rootes Wealth Management: Robert George Mansfield (75–100% of shares).
Who runs Rootes Wealth Management?
Companies House lists one director of Rootes Wealth Management: Robert George Mansfield.
How long has Rootes Wealth Management been in business?
The company was formed on 8 June 2022, and has held its current FCA authorisation since January 2024.
What do Rootes Wealth Management’s latest accounts show?
Its latest accounts, to 30 June 2026, show total equity of £37.1k (+51% from £24.6k) and cash at bank of £36.8k (+62% from £22.7k).
Does Rootes Wealth Management use any other names?
It trades as Rootes Wealth.

Sources and links

The full report on Rootes Wealth Management Ltd

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