Rosewood Wealth Management Ltd
- Company number
- 08291755
- Status
- Active
- Type
- Private Limited Company
- Incorporated
- 13 Nov 2012
- Nature of business
- Activities of insurance agents and brokers
Registered office
Previous names
- D M Robertson Financial Services Limited (until 22 Mar 2019)
Officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| POOL-GORMAN, Shannan Lisa | Director | 8 Aug 2019 | |
| ROBERTSON, Donna | Director | 13 Nov 2012 |
Control
| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Mrs Shannan Lisa Pool-Gorman | Ownership Of Shares 25 To 50 Percent | 17 Jun 2020 | |
| Mrs Donna Robertson | Ownership Of Shares 25 To 50 Percent | 6 Apr 2016 |
Accounts
| Year ended | Net assets | Cash | Employees |
|---|---|---|---|
| 28 Feb 2026 | £176,704 | £211,713 | 7 |
| 28 Feb 2025 | £162,988 | £228,016 | 7 |
| 29 Feb 2024 | £99,427 | £117,998 | 5 |
| 28 Feb 2023 | £168,959 | £184,683 | 4 |
| 28 Feb 2022 | - | - | 3 |
| 28 Feb 2021 | - | - | 2 |
| 29 Feb 2020 | - | - | 1 |
| 28 Feb 2019 | £23,306 | - | - |
| 28 Feb 2018 | £19,582 | - | - |
| 28 Feb 2017 | £17,574 | - | - |
| 28 Feb 2016 | - | - | - |
| 28 Feb 2015 | - | - | - |
| 28 Feb 2014 | £16,646 | £23,187 | - |