RBK WEALTH MANAGEMENT LTD

Name: RBK WEALTH MANAGEMENT LTD
Address: Upper Cottage, Royal Burgess, Edinburgh, Midlothian, EH4 6BU, GB
Telephone: 0131 554 7365
Price range: $$
Rating: 5

aka RBK WEALTH MANAGEMENT LTD

Authorised FRN 207491 5.0 (7)

About

Planning on a comfortable financial future takes time. Setting your goals is the first step to success. Having goals gives focus and direction. That

Source: rowanbank-ltd.co.uk

Contact & Location

Address

144 Ferry Rd., Leith, Edinburgh EH6 4NX, UK

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Phone

0131 554 7365

Website

rowanbank-ltd.co.uk

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Opening Hours

Monday9:00 AM – 5:00 PM

Tuesday9:00 AM – 5:00 PM

Wednesday9:00 AM – 5:00 PM

Thursday9:00 AM – 5:00 PM

Friday9:00 AM – 5:00 PM

SaturdayClosed

SundayClosed

Specialisms

Mortgages Pensions Retirement Investments

Regulatory Information

FRN: 207491
Status: Authorised
Date Authorised: 25 May 2002
Years Authorised: 23 years
Regulator: FCA
Disciplinary Record: Clean Record

FCA Permissions (15)

Show all permissions

✓Acting as a CBTL arranger
✓Acting as a CBTL advisor
✓CBTL Status
✓CBTL Effective Date
✓Agreeing to carry on a regulated activity
✓Acting as a CBTL Arranger
✓Advising on Pension Transfers and Pension Opt Outs
✓Debt-counselling
✓Credit Broking
✓Making arrangements with a view to regulated mortgage contracts
✓Arranging (bringing about) regulated mortgage contracts
✓Advising on regulated mortgage contracts
✓Making arrangements with a view to transactions in investments
✓Arranging (bringing about) deals in investments
✓Advising on investments (except on Pension Transfers and Pension Opt Outs)

Companies House

Company Number: SC194146
Company Status: Active
Incorporation Date: 9 March 1999
Directors: 1
Accounts Category: Total Exemption Full
Last Accounts Filed: 31 March 2025
SIC Codes: 66220

Team (18)

Dean Ballingall
ApprovedCertified
Andrew Flockhart
Certified
Steven John Hamilton
Certified
Leeanne Bradley
ApprovedCertified
John Dawson
ApprovedCertified
Jean Dawson
ApprovedCertified
David Lyon Campbell
No longer required
David John Robbie
ApprovedCertified
Mary Henderson
ApprovedCertified
Anthony Alessandro Natale Miele
No longer required
Amy Ballingall
Certified
Alan Simpson
No longer required
Nicholas Andrew Manuel
No longer required
Keith Jolly
No longer required
Kerry Lesley McGreevy
Certified
Stuart Chalmers Snaddon
No longer required
Andrew Sheppard
No longer required
Alistair Gardiner Gray
No longer required

Google Reviews

5.0

7 reviews on Google

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Quick Facts

Edinburgh, Scotland
23 years FCA-authorised
20 registered individuals
4 specialisms
15 FCA permissions
CH SC194146

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Data Sources

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This listing is auto-generated from publicly available data on the FCA Financial Services Register and Companies House. approval.co.uk does not endorse or recommend this adviser or firm. Verify current authorisation status at register.fca.org.uk.