The Rosebery Consultancy & Associates Limited

Reference number: 1059069

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Introducer appointed representative

This firm can only introduce you to its principal, and cannot give financial advice, recommend products, or arrange deals alone.

Responsible principal firm

St. James's Place Wealth Management Plc Reference number: 195351 Authorised View firm →
What does this mean?
  • An introducer appointed representative can only pass your details to its principal firm. It cannot recommend products, give financial advice, or arrange deals on its own.
  • The Rosebery Consultancy & Associates Limited (FRN 1059069) introduces customers to St. James's Place Wealth Management Plc (FRN 195351). Any regulated advice or arranging is done by the principal, not The Rosebery Consultancy & Associates.
  • Example: if The Rosebery Consultancy & Associates refers you to a financial adviser, the advice should come from the principal firm, not from The Rosebery Consultancy & Associates itself.
  • 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 rosebery-ep.co.uk first appeared online, and whether it can receive email
  • What kind of line 07950 028245 is
  • Who else gives the postcode FY4 1LB
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Other names (1)

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

  • Rosebery Estate Planning 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
14427453
Company status
Active
Company type
Private limited company
Incorporated
18 October 2022 (4 years old)
Registered office
Vantage House 3 East Terrace Business Park Euxton Lane, Euxton, Chorley, PR7 6TB, England
Nature of business
  • Activities of patent and copyright agents; other legal activities not elsewhere classified (SIC 69109)
  • Management consultancy activities other than financial management (SIC 70229)

Directors and company secretaries

Name Role Born Appointed Other companies
Andrew Wells Director Dec 1963 18 Oct 2022 None

In the full report: every company its directors have run

  • Confirmation that its director runs no other company
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Filed accounts and finances

Year to 31 October 2025Micro-entity accountsNot audited

Total equity

£369

No earlier figure to compare

Employees (average)

1

Same as 1

Owed within a year

£2,356

−24% from £3,112

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 14427453. 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

The Rosebery Consultancy & Associates’s history from the FCA register and Companies House, newest first.

2026

3 July 2026

  • Became an introducer appointed representative
  • Began trading as "Rosebery Estate Planning"

FCA register

2022

18 October 2022

  • Incorporated at Companies House
  • Andrew Wells took control (75–100% of shares)
  • Andrew Wells appointed as a director

Companies House

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

Firms like The Rosebery Consultancy & Associates

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

In Blackpool

Andrew VarleyBlackpoolAppointed representativeAspiration Financial Management LtdBlackpoolAppointed representativeDawn SheedyBlackpoolAppointed representativeHanley & Co. LimitedBlackpoolAppointed representativeJoanne M Laffin Financial Planning LtdBlackpoolAppointed representativeR & H Financial Planning LimitedBlackpoolAppointed 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 The Rosebery Consultancy & Associates

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

  • Every company its directors have run, named
  • 3 background checks on its contact details
  • All 5 events in its history

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Frequently asked questions about this firm

Is The Rosebery Consultancy & Associates Limited FCA authorised?
The Rosebery Consultancy & Associates Limited (FRN 1059069) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does introducer appointed representative mean for The Rosebery Consultancy & Associates?
An introducer appointed representative can only pass your details to its principal firm. It cannot recommend products, give financial advice, or arrange deals on its own. The Rosebery Consultancy & Associates Limited (FRN 1059069) introduces customers to St. James's Place Wealth Management Plc (FRN 195351). Any regulated advice or arranging is done by the principal, not The Rosebery Consultancy & Associates. Example: if The Rosebery Consultancy & Associates refers you to a financial adviser, the advice should come from the principal firm, not from The Rosebery Consultancy & Associates itself. 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 The Rosebery Consultancy & Associates’ phone number and website?
The FCA register lists the phone number 07950 028245 and the website rosebery-ep.co.uk for The Rosebery Consultancy & Associates. If you were given different contact details, use these to check with the firm before going any further.
Is The Rosebery Consultancy & Associates a scam or clone?
The Rosebery Consultancy & Associates 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 The Rosebery Consultancy & Associates?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for The Rosebery Consultancy & Associates's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns The Rosebery Consultancy & Associates?
Companies House lists one person with significant control of The Rosebery Consultancy & Associates: Mr Andrew Wells (75–100% of shares).
Who runs The Rosebery Consultancy & Associates?
Companies House lists one director of The Rosebery Consultancy & Associates: Andrew Wells.
How long has The Rosebery Consultancy & Associates been in business?
The company was formed on 18 October 2022.
What do The Rosebery Consultancy & Associates’ latest accounts show?
Its latest accounts, to 31 October 2025, show total equity of £369 (no earlier figure to compare).
Does The Rosebery Consultancy & Associates use any other names?
It trades as Rosebery Estate Planning.

Sources and links

The full report on The Rosebery Consultancy & Associates Limited

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