Rosemount Independent Financial Advisers Limited
aka Rosemount Independent Financial Advisers, Rosemount Independent Financial Advisers Limited
About
We are a team of independent financial planners based in Essex, helping clients make better decisions on managing their finances for their ideal lifestyle.
Source: rosemount-ifa.co.ukContact & Location
Specialisms
Regulatory Information
- FRN
- 540034
- Status
- Authorised
- Date Authorised
- 1 July 2011
- Years Authorised
- 14 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
Show all permissions
- ✓Agreeing to carry on a regulated activity
- ✓Advising on Pension Transfers and Pension Opt Outs
- ✓Debt-counselling
- ✓Making arrangements with a view to transactions in investments
- ✓Dealing in investments as agent
- ✓Arranging (bringing about) deals in investments
- ✓Advising on investments (except on Pension Transfers and Pension Opt Outs)
Companies House
- Company Number
- 07248271
- Company Status
- Active
- Incorporation Date
- 10 May 2010
- Directors
- 1
- Accounts Category
- Total Exemption Full
- Last Accounts Filed
- 30 June 2024
- SIC Codes
- 64999
Team (6)
Andrew Arthur
ApprovedCertifiedAndrew Grassick
CertifiedGemma Britten
CertifiedTony Peter Wonnacott
No longer requiredLuke Robert Grover
No longer requiredAngela Jacqueline Lloyd-Read
Certified
Google Reviews
4 reviews on Google
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Quick Facts
- Romford, London
- 14 years FCA-authorised
- 8 registered individuals
- 4 specialisms
- 7 FCA permissions
- CH 07248271
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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.