Roxburgh Financial Planning Ltd

Reference number: 1004652

Instant download

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.
  • Roxburgh Financial Planning Ltd (FRN 1004652) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Roxburgh Financial Planning's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Roxburgh 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.

  • No website on the FCA register

  • Phone number

    0345 434 9505

  • Address

    The Meads Business Centre, 19 Kingsmead, Farnborough, Hampshire, GU14 7SR, United Kingdom

In the full report: 2 background checks

  • What kind of line 0345 434 9505 is
  • Who else gives the postcode GU14 7SR
Instant PDF download
Other names (1)

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

  • Roxburgh Financial Management Trading name

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
15154224
Company status
Active
Company type
Private limited company
Incorporated
21 September 2023 (3 years old)
Registered office
The Financial Management Centre The Meads Business Centre, 19 Kingsmead, Farnborough, Hampshire, GU14 7SR, United Kingdom
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Robert Drummond Mcmurrich Director Dec 1981 21 Sep 2023 1 other company
HAWKSMOOR PARTNERS LIMITED Corporate secretary Not published 8 May 2025 –

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 company
1
still active
1

In the full report: all 1 company, 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
Instant PDF download

Filed accounts and finances

Year to 30 September 2025Micro-entity accountsNot audited

Net assets

£270k

+46% from £185k

Employees (average)

6

Same as 6

Owed within a year

£150k

+51% from £99.3k

Assets and liabilities

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 15154224. 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

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

2024

30 January 2024

  • Began trading as "Roxburgh Financial Management"

FCA register

2023

23 November 2023

  • Became an appointed representative

FCA register

21 September 2023

  • Incorporated at Companies House
  • Robert Drummond McMurrich took control (75–100% of shares)
  • Robert Drummond McMurrich appointed as a director

Companies House

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

Firms connected to Roxburgh Financial Planning

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

connected firms
2
share its postcode
2

In the full report: all 2 connected firms, named

  • How each is linked: the same postcode (2)
  • Who links each one: the named directors, with dates
Instant PDF download

Firms like Roxburgh Financial Planning

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

In Farnborough

Citrus Financial Advice LtdFarnboroughAppointed representativeVerantis Financial Planning LtdFarnboroughAppointed representativeAdvised Financial LimitedFarnboroughAuthorisedCartwright Financial Solutions LtdFarnboroughAuthorisedGDC AssociatesFarnboroughAuthorisedKudos Financial ConsultancyFarnboroughAuthorised

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 Roxburgh Financial Planning

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
  • 2 background checks on its contact details
  • All 5 events in its history
  • 2 connected firms, named, and who links them

Instant PDF One-off payment Secure checkout by Stripe

Frequently asked questions about this firm

Is Roxburgh Financial Planning Ltd FCA authorised?
Roxburgh Financial Planning Ltd (FRN 1004652) 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 Roxburgh 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. Roxburgh Financial Planning Ltd (FRN 1004652) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Roxburgh Financial Planning's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Roxburgh 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 Roxburgh Financial Planning’s phone number?
The FCA register lists the phone number 0345 434 9505 for Roxburgh Financial Planning. If you were given different contact details, use these to check with the firm before going any further.
Is Roxburgh Financial Planning a scam or clone?
Roxburgh 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 Roxburgh Financial Planning?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Roxburgh Financial Planning's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Roxburgh Financial Planning?
Companies House lists one person with significant control of Roxburgh Financial Planning: Robert Drummond McMurrich (75–100% of shares).
Who runs Roxburgh Financial Planning?
Companies House lists one director of Roxburgh Financial Planning: Robert Drummond McMurrich.
How long has Roxburgh Financial Planning been in business?
The company was formed on 21 September 2023.
What do Roxburgh Financial Planning’s latest accounts show?
Its latest accounts, to 30 September 2025, show net assets of £270k (+46% from £185k).
Does Roxburgh Financial Planning use any other names?
It trades as Roxburgh Financial Management.

Sources and links

The full report on Roxburgh Financial Planning Ltd

£19.99 · Instant PDF download

Loading secure checkout…