Rosewood Wealth Management Ltd
Reference number: 841587
Instant download
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
Rosewood Wealth Management Ltd, 4th Floor, One Waterside Place, Basin Square, Brimington Road, Chesterfield, Derbyshire, S41 7FH, United Kingdom
In the full report: 3 background checks, 1 thing worth a closer look
- When rosewoodwealth.co.uk first appeared online, and whether it can receive email
- What kind of line 01246 932300 is
- Who else gives the postcode S41 7FH
Warning
Scammers have impersonated this firm
Fraudsters have used this firm's name or details with their own contact information to appear genuine. Check whatever you were given below, and against the firm's real details above.
Fake email addresses (1)
- donna@rosewoodswealth.co.uk
The FCA warning these came from
- Rosewoods Wealth Management 8 January 2021
Scammers change these details often. Always check the live FCA warning.
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 (11 permissions)
- Acting as a CBTL advisor
- 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.
The clone warnings above are scammers using this firm's name, not something the firm has done.
Companies House record
The company behind the firm: its status, age, registered office and directors.
- Company number
- 08291755 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 13 November 2012 (13 years old)
- Registered office
- Fourth Floor 1 Waterside Place, Basin Square, Brimington Road, Chesterfield, S41 7FH, England
- Nature of business
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- Activities of insurance agents and brokers (SIC 66220)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Donna Robertson | Director | Jun 1979 | 13 Nov 2012 | 1 other company |
| Shannan Lisa Pool-Gorman | Director | Jun 1983 | 8 Aug 2019 | 1 other company |
Other companies run by these 2 directors
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 company
- 1
- closed down
- 1
- run together
- 1
In the full report: all 1 company, named
- What each company does, and whether it is still trading
- Which of these 2 directors sit on each board, and since when
- Any that went into liquidation or administration
- The 1 company these 2 directors run together
Filed accounts and finances
Net assets
£177k
+8.4% from £163k
Cash at bank
£212k
−7.1% from £228k
Employees (average)
8
+14% from 7
Owed within a year
£129k
−30% from £184k
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
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 08291755. 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 Wealth Management’s history from the FCA register and Companies House, newest first.
2021
8 January 2021
- FCA warned the public about a scam impersonating this firm
FCA warning list
2020
17 June 2020
- Shannan Lisa Pool-Gorman became a part-owner (25–50% of shares)
Companies House
2019
12 August 2019
- Regulated by the FCA from this date
- Became authorised by the FCA
FCA register
2016
6 April 2016
- Donna Robertson became a part-owner (25–50% of shares)
Companies House
2012
13 November 2012
- Incorporated at Companies House
Companies House
In the full report: all 11 events
- All 11 events in its history (6 shown here)
- Every director appointment and resignation: 2
Firms like Rosewood Wealth Management
Other firms of the same type (financial adviser), nearest first.
In Chesterfield
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 Wealth Management
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 1 other company its directors have run, named
- 3 background checks on its contact details, 1 flagged
- 7 years of accounts, charted
- All 11 events in its history
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Frequently asked questions about this firm
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How long has Rosewood Wealth Management been in business?
What do Rosewood Wealth Management’s latest accounts show?
Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- FCA warning: Rosewoods Wealth Management fca.org.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