Rosan Helmsley Limited
aka Rosan Helmsley Limited
Authorised FRN 196269
About
Wealth Management and Corporate Advisors Rosan Helmsley was founded in March 2001, and is an independently owned and operated firm of Wealth Management
Source: rosan-ifa.comContact & Location
Monday8:30 AM – 5:00 PM
Tuesday8:30 AM – 5:00 PM
Wednesday8:30 AM – 5:00 PM
Thursday8:30 AM – 5:00 PM
Friday8:30 AM – 5:00 PM
SaturdayClosed
SundayClosed
Regulatory Information
- FRN
- 196269
- Status
- Authorised
- Date Authorised
- 1 December 2001
- Years Authorised
- 24 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
Show all permissions
- ✓Agreeing to carry on a regulated activity
- ✓Advising on P2P agreements
- ✓Advising on Pension Transfers and Pension Opt Outs
- ✓Providing Credit Information Services
- ✓Exercising/having right to exercise lender's rights and duties under a regulated credit agreement (excluding high-cost short-term credit, bill of sale agreement, and home collected credit agreement)
- ✓Entering into regulated credit agreement as Lender (Excluding high-cost short-term credit, bill of sale agreement, and home collected credit agreement)
- ✓Debt-counselling
- ✓Debt Adjusting
- ✓Credit Broking
- ✓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
- 04170825
- Company Status
- Active
- Incorporation Date
- 1 March 2001
- Directors
- 2
- Accounts Category
- Total Exemption Full
- Last Accounts Filed
- 31 March 2025
- SIC Codes
- 64999
Team (7)
Kathryn Jane Highett
ApprovedRobert Edward Sandwith
ApprovedCertifiedEric James Morley
CertifiedChristopher John Williams
ApprovedCertifiedSarah Jean Hallows
ApprovedCertifiedSally-Jane Frearson
CertifiedStephen Mills
Certified
Quick Facts
- Guildford, South East
- 24 years FCA-authorised
- 10 registered individuals
- 5 specialisms
- 14 FCA permissions
- CH 04170825
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Data Sources
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.