Rosewood Financial Planning Limited

Reference number: 947256

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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

The On-Line Partnership Limited Reference number: 192638 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.
  • Rosewood Financial Planning Limited (FRN 947256) is an AR of The On-Line Partnership Limited (FRN 192638). When you use Rosewood Financial Planning's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Rosewood Financial Planning, 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 rosewoodfp.co.uk first appeared online, and whether it can receive email
  • What kind of line 07738 118845 is
  • Who else gives the postcode SS0 9XU
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FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through The On-Line Partnership 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
12233220
Company status
Active
Company type
Private limited company
Incorporated
30 September 2019 (7 years old)
Registered office
26 Shanklin Drive, Westcliff-On-Sea, SS0 9XU, England
Nature of business
  • Financial management (SIC 70221)

Directors and company secretaries

Name Role Born Appointed Other companies
Charlotte Katie-Louise Snook Director Dec 1989 30 Sep 2019 3 other companies
Matthew John Snook Secretary Not published 30 Sep 2019 –

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
3
closed down
3

In the full report: all 3 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
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Filed accounts and finances

Year to 31 March 2026Micro-entity accountsNot audited

Net assets

£4,819

+23% from £3,932

Employees (average)

1

Same as 1

Owed within a year

£8,901

<1% from £8,894

Assets and liabilities

In the full report: all 7 years of accounts

  • Every year from 2020 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.

There is no turnover or profit: small companies do not have to publish them.

Accounts filed at Companies House for company 12233220. 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

Rosewood Financial Planning’s history from the FCA register and Companies House, newest first.

2021

17 March 2021

  • Became an appointed representative

FCA register

2019

30 September 2019

  • Incorporated at Companies House
  • Charlotte Katie-Louise Snook took control (25–50% of shares)
  • Matthew John Snook became a part-owner (25–50% of shares)
  • Charlotte Katie-Louise Snook appointed as a director

Companies House

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

Firms like Rosewood Financial Planning

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

In Westcliff-on-Sea

Barbac Payne Wealth Management LimitedWestcliff-on-SeaAppointed representativeLightblue Online LLPWestcliff-on-seaAppointed representativeDukes Financial Planning LLPWestcliff-on-SeaAuthorisedEdward Paul Financial Planning LtdWestcliff-on-SeaAuthorisedEssex Financial Planners UK LtdWestcliff-On-SeaAuthorisedJonathan KnightWestcliff-On-SeaAuthorised

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 Rosewood Financial Planning

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

  • 3 other companies its directors have run, named
  • 3 background checks on its contact details
  • 7 years of accounts, charted
  • All 5 events in its history

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Frequently asked questions about this firm

Is Rosewood Financial Planning Limited FCA authorised?
Rosewood Financial Planning Limited (FRN 947256) 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 Rosewood Financial Planning?
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. Rosewood Financial Planning Limited (FRN 947256) is an AR of The On-Line Partnership Limited (FRN 192638). When you use Rosewood Financial Planning's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Rosewood Financial Planning, 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 Rosewood Financial Planning’s phone number and website?
The FCA register lists the phone number 07738 118845 and the website rosewoodfp.co.uk for Rosewood Financial Planning. If you were given different contact details, use these to check with the firm before going any further.
Is Rosewood Financial Planning a scam or clone?
Rosewood Financial Planning 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 Rosewood Financial Planning?
Protection works through The On-Line Partnership Limited, the principal firm responsible for Rosewood Financial Planning's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Rosewood Financial Planning?
Companies House lists 2 people with significant control of Rosewood Financial Planning: Mrs Charlotte Katie-Louise Snook (25–50% of shares) and Mr Matthew John Snook (25–50% of shares).
Who runs Rosewood Financial Planning?
Companies House lists one director of Rosewood Financial Planning: Charlotte Katie-Louise Snook.
How long has Rosewood Financial Planning been in business?
The company was formed on 30 September 2019.
What do Rosewood Financial Planning’s latest accounts show?
Its latest accounts, to 31 March 2026, show net assets of £4,819 (+23% from £3,932).

Sources and links

The full report on Rosewood Financial Planning Limited

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