Rose & Fern Wealth Management Limited

Reference number: 1046212

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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.
  • Rose & Fern Wealth Management Limited (FRN 1046212) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Rose & Fern Wealth Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Rose & Fern Wealth 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 roseandfern.co.uk first appeared online, and whether it can receive email
  • What kind of line 07813 203449 is
  • Who else gives the postcode SM6 9AY
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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
16594462
Company status
Active
Company type
Private limited company
Incorporated
21 July 2025 (1 year old)
Registered office
Endeavour House, 78 Stafford Road, Wallington, Surrey, SM6 9AY, United Kingdom
Nature of business
  • Other business support service activities not elsewhere classified (SIC 82990)

Directors and company secretaries

Name Role Born Appointed Other companies
David John Booth Director Apr 1980 21 Jul 2025 None
Alison Jane Jackson Director Sep 1980 21 Jul 2025 None

In the full report: every company its directors have run

  • Confirmation that these 2 directors run no other company
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Key dates in its history

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

2025

15 December 2025

  • Became an appointed representative

FCA register

21 July 2025

  • Incorporated at Companies House
  • Alison Jane Jackson became a part-owner (25–50% of shares)
  • David John Booth took control (50–75% of shares)
  • Alison Jane Jackson appointed as a director
  • David John Booth appointed as a director

Companies House

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

Firms connected to Rose & Fern Wealth Management

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

connected firms
5
share its postcode
5

In the full report: all 5 connected firms, named

  • How each is linked: the same postcode (5)
  • Who links each one: the named directors, with dates
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Firms like Rose & Fern Wealth Management

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

In Wallington

Northcliff Wealth Management LtdWallingtonAppointed representativePower Financial Planning LimitedWallingtonAppointed representativeCalver Groom LimitedWallingtonAuthorisedJade Independent Financial Advisors LimitedWallingtonAuthorised

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 Rose & Fern 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 6 events in its history
  • 5 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Rose & Fern Wealth Management Limited FCA authorised?
Rose & Fern Wealth Management Limited (FRN 1046212) 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 Rose & Fern Wealth 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. Rose & Fern Wealth Management Limited (FRN 1046212) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Rose & Fern Wealth Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Rose & Fern Wealth 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 Rose & Fern Wealth Management’s phone number and website?
The FCA register lists the phone number 07813 203449 and the website roseandfern.co.uk for Rose & Fern Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Rose & Fern Wealth Management a scam or clone?
Rose & Fern 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 Rose & Fern Wealth Management?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Rose & Fern Wealth Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Rose & Fern Wealth Management?
Companies House lists 2 people with significant control of Rose & Fern Wealth Management: David John Booth (50–75% of shares) and Alison Jane Jackson (25–50% of shares).
Who runs Rose & Fern Wealth Management?
Companies House lists 2 directors of Rose & Fern Wealth Management: David John Booth and Alison Jane Jackson.
How long has Rose & Fern Wealth Management been in business?
The company was formed on 21 July 2025.

Sources and links

The full report on Rose & Fern Wealth Management Limited

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