Rosemount Financial Solutions (IFA) Limited

Reference number: 535515

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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, 1 thing worth a closer look

  • When rosemountfs-ifa.co.uk first appeared online, and whether it can receive email
  • What kind of line 01256 405460 is, and the other firm that gives it
  • Who else gives the postcode RG21 7PU
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Other names (79)

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

  • Anderson Wealth Management Trading name
  • AND Mortgages and Protection Trading name
  • Avondale Associates Trading name
  • Avondale Associates Mortgage & Protection Trading name
  • Briggs Financial Advice Trading name
  • Butler Financial Solutions Trading name
  • Charterbridge Private Financial Planning Trading name
  • Clearforge Private Wealth Trading name
  • Directorplan Trading name
  • EB Now Financial Services Trading name
  • Eclipse Financial Planning Trading name
  • FinVentus Trading name
  • Forbes Wealth Management Trading name
  • Fox Financial Planning & Wealth Management Trading name
  • Hereford Wealth & Financial Planning Trading name
  • Hove Financial Advice Trading name
  • Investor First Broker Trading name
  • Johnson Williams Mortgages Trading name
  • Linx FS Cotswolds Trading name
  • Max Capital Trading name
  • Merrick Platts Financial Services Trading name
  • Merrick Platts Mortgage Services Trading name
  • Monk Financial Planning Trading name
  • Mortgage Source Trading name
  • NFam Mortgages Trading name
  • Nielsen Financial Trading name
  • Nine Point Advisory Trading name
  • Orchard Financial Services Trading name
  • Purbeck IFA Trading name
  • Raby Financial Trading name
  • Real Deal Financial Services Trading name
  • Rosemount Connect Trading name
  • Rosemount Mortgage Planning Trading name
  • Rosemount MP Trading name
  • Rosemount Partners Wealth Management Trading name
  • Rosemount Protect Trading name
  • Rosemount Wealth Management Trading name
  • Sunhouse Financial Services Trading name
  • The Retirement Office Trading name
  • Tudor House Financial Trading name
  • Vanilla Financial Trading name
  • Wealth Guide Trading name
  • Ferris & Culverwell I.F.A Limited Former name
  • 3D Financial Solutions Former trading name
  • ArviFin Solutions Former trading name
  • Ava Rose Mortgages Former trading name
  • Caer IFA Former trading name
  • Caplon Commercial Finance Former trading name
  • Castle Stonebridge Former trading name
  • Coastline Financial Former trading name
  • Edward Coombs Former trading name
  • Fatgreen Wealth Former trading name
  • FTB Mortgages Former trading name
  • Hyatt Private Finance Former trading name
  • Jay Maru Wealth Management Former trading name
  • Life Financial Solutions (London) Former trading name
  • London BelgraviaCommercial Former trading name
  • Marble Specialist Lending Former trading name
  • MBA UK Financial Options Former trading name
  • Meridian Expat Mortgages Former trading name
  • Mor-Invest Former trading name
  • N&K Financial Services Former trading name
  • Oakhill Wealth & Pensions Former trading name
  • Portfolio Finance Former trading name
  • Probitas Financial Solutions Former trading name
  • Rapidus Wealth Former trading name
  • relevantlifepolicyinsurance.co.uk Former trading name
  • Rosemount GI Former trading name
  • Rosemount Partners Former trading name
  • RSD Commercial Former trading name
  • SC Commercial Former trading name
  • Stalwart Holdings Former trading name
  • SWMS Former trading name
  • The Plan UK Former trading name
  • The Retirement Studio Former trading name
  • Unbiased Independent Financial Advisers Former trading name
  • Versed Financial Former trading name
  • Williamson & Croft Wealth Management Former trading name
  • Zeal Wealth Former 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 (12 permissions)
  • Acting as a CBTL advisor
  • Acting as a CBTL arranger
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • 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
05668905
Company status
Active
Company type
Private limited company
Incorporated
9 January 2006 (20 years old)
Registered office
Rosemount House, 2-4 Chequers Road, Basingstoke, RG21 7PU, United Kingdom
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)
  • Activities of insurance agents and brokers (SIC 66220)
  • Other activities auxiliary to insurance and pension funding (SIC 66290)

Directors and company secretaries

Name Role Born Appointed Other companies
Ahmed Bawa Director Mar 1961 14 Dec 2015 5 other companies

Other companies run by its director

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies
5
closed down
3
still active
2

In the full report: all 5 companies, named

  • What each company does, and whether it is still trading
  • Which of its director sits on each board, and since when
  • Any that went into liquidation or administration
  • All 5 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 December 2025Full accountsNot audited

Net assets

£2.63m

+50% from £1.76m

Cash at bank

£2.47m

+92% from £1.29m

Owed within a year

£1.39m

+32% from £1.05m

Assets and liabilities

In the full report: all 7 years of accounts

  • Every year from 2019 to 2025
  • 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 05668905. 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

Rosemount Financial Solutions (IFA)’s history from the FCA register and Companies House, newest first.

Key events (7) All events (133)

2016

18 November 2016

  • Ahmed Bawa took control (75–100% of shares)

Companies House

2 June 2016

  • Changed its registered name from "Ferris & Culverwell I.F.A Limited"

FCA register

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2011

1 November 2011

  • Became authorised by the FCA

FCA register

2010

3 December 2010

  • Regulated by the Financial Services Authority from this date

FCA register

2009

30 November 2009

  • Board replaced: its only director left and 2 new directors took over

Companies House

2006

9 January 2006

  • Incorporated at Companies House

Companies House

In the full report: all 133 events

  • All 133 events in its history (7 shown here)
  • Every director appointment and resignation: 7
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Firms connected to Rosemount Financial Solutions (IFA)

Other FCA-listed firms that share a director, phone number or address with Rosemount Financial Solutions (IFA). A link shows who the firm is tied to, not whether either can be trusted.

connected firm
1
share its phone number
1
share its postcode
1

In the full report: the connected firm, named

  • How it is linked: the same phone number (1), the same postcode (1)
  • Who links it to this firm: the named directors, with dates
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Firms like Rosemount Financial Solutions (IFA)

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

In Basingstoke

Blyth Wealth Management LimitedBasingstokeAuthorisedHeadley Financial Services LimitedBasingstokeAuthorisedBenjamin House LtdBasingstokeAppointed representativeExplorer Mortgages LimitedBasingstokeAppointed representativeFortem Financial Management LimitedBasingstokeAppointed representativeLeonna Salmon Financial Planning LtdBasingstokeAppointed 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 Rosemount Financial Solutions (IFA)

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 5 other companies its directors have run, named
  • 3 background checks on its contact details, 1 flagged
  • 7 years of accounts, charted
  • All 133 events in its history
  • 1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is Rosemount Financial Solutions (IFA) Limited FCA authorised?
Yes, Rosemount Financial Solutions (IFA) Limited (FRN 535515) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since November 2011 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Rosemount Financial Solutions (IFA)’s phone number and website?
The FCA register lists the phone number 01256 405460 and the website rosemountfs-ifa.co.uk for Rosemount Financial Solutions (IFA). If you were given different contact details, use these to check with the firm before going any further. The same number is also given by one other FCA firm.
Is Rosemount Financial Solutions (IFA) a scam or clone?
Rosemount Financial Solutions (IFA) 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 Rosemount Financial Solutions (IFA)?
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 Rosemount Financial Solutions (IFA) to the Financial Ombudsman Service, free of charge.
Who owns Rosemount Financial Solutions (IFA)?
Companies House lists one person with significant control of Rosemount Financial Solutions (IFA): Mr Ahmed Bawa (75–100% of shares).
Who runs Rosemount Financial Solutions (IFA)?
Companies House lists one director of Rosemount Financial Solutions (IFA): Ahmed Bawa.
How long has Rosemount Financial Solutions (IFA) been in business?
The company was formed on 9 January 2006, and has held its current FCA authorisation since November 2011.
What do Rosemount Financial Solutions (IFA)’s latest accounts show?
Its latest accounts, to 31 December 2025, show net assets of £2.63m (+50% from £1.76m) and cash at bank of £2.47m (+92% from £1.29m).
Does Rosemount Financial Solutions (IFA) use any other names?
It trades as Anderson Wealth Management, AND Mortgages and Protection, Avondale Associates, Avondale Associates Mortgage & Protection and Briggs Financial Advice, and 37 more names. It has previously used 37 other names, including Ferris & Culverwell I.F.A Limited, 3D Financial Solutions and ArviFin Solutions.

Sources and links

The full report on Rosemount Financial Solutions (IFA) Limited

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