Rumwell Financial Services Ltd
Reference number: 590333
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.
- Appointed for 13 years
- Protected through the principal
- No FCA actions
- Active company since 2012
- Accounts filed up to 31 December 2025
Responsible principal firm
Quilter Financial Services Limited Reference number: 440703 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.
- Rumwell Financial Services Ltd (FRN 590333) is an AR of Quilter Financial Services Limited (FRN 440703). When you use Rumwell Financial Services's services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from Rumwell Financial Services, 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.
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Phone number
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Address
Tanyard Farm Business Units, Willand, Cullompton, EX15 2PE, United Kingdom
In the full report: 3 background checks
- When rumwellfinancialservices.co.uk first appeared online, and whether it can receive email
- What kind of line 01884 669080 is
- Who else gives the postcode EX15 2PE
Other names (3)
If you were contacted under any of these names, it is this firm.
- Justin Pascoe Financial Planning Trading name: A name it trades under now.
- Go Financial Planning Former trading name: A name it used to trade under.
- Guy Olson Financial Services Former trading name: A name it used to trade under.
FCA permissions and consumer protection
- Protection through the principal firmProtection works through Quilter Financial Services 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, freeYou 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
- 08181095 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 15 August 2012 (14 years old)
- Registered office
- Tanyard Farm Business Units, Willand, Cullompton, EX15 2PE, England
- Nature of business
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- Financial intermediation not elsewhere classified (SIC 64999)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Russell Hugh Burrows | Director | Feb 1961 | 12 Oct 2012 | 1 other company |
| James Barrow Lewis | Secretary | Not published | 15 Aug 2012 | – |
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
- All 4 people who have ever been directors, with their dates
Filed accounts and finances
Total equity
£7,206
−40% from £12.0k
Employees (average)
2
Same as 2
Owed within a year
£18.9k
+1.4% from £18.7k
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
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 08181095. 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
Rumwell Financial Services’s history from the FCA register and Companies House, newest first.
2021
15 August 2021
- James Barrow Lewis stopped being a part-owner
- Rory Anthony O'Donnell stopped being a part-owner
- Rumwell Hall Solutions Ltd took control (75–100% of shares)
- Russell Hugh Burrows stopped being a part-owner
- Trudi Ann Routledge stopped being a part-owner
Companies House
2016
6 April 2016
- James Barrow Lewis became a part-owner (25–50% of shares)
- Rory Anthony O'Donnell became a part-owner (25–50% of shares)
- Russell Hugh Burrows became a part-owner (25–50% of shares)
- Trudi Ann Routledge became a part-owner (25–50% of shares)
Companies House
2012
29 October 2012
- Became an appointed representative
FCA register
15 August 2012
- Incorporated at Companies House
Companies House
In the full report: all 23 events
- All 23 events in its history (11 shown here)
- Every director appointment and resignation: 7
Firms like Rumwell Financial Services
Other firms of the same type (financial adviser), nearest first.
In Cullompton
In the Exeter (EX) postcode area
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 Rumwell Financial Services
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
- 7 years of accounts, charted
- All 23 events in its history
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Frequently asked questions about this firm
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What do Rumwell Financial Services’ latest accounts show?
Does Rumwell Financial Services use any other names?
Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk