{ "company_number": "08291755", "name": "Rosewood Wealth Management Ltd", "url": "/company/08291755", "status": "Active", "is_active": true, "company_type": "Private Limited Company", "incorporated_on": "2012-11-13", "dissolved_on": null, "sic_codes": [ { "code": "66220", "description": "Activities of insurance agents and brokers", "section": "K", "section_name": "Financial and insurance activities", "url": "/sic/66220" } ], "registered_address": { "id": 492961, "url": "/address/492961", "line1": "FOURTH FLOOR 1 WATERSIDE PLACE", "line2": "BASIN SQUARE", "post_town": "BRIMINGTON ROAD", "county": "CHESTERFIELD", "country": "ENGLAND", "postcode": "S41 7FH" }, "companies_house_url": "https://find-and-update.company-information.service.gov.uk/company/08291755", "previous_names": [ { "name": "D M Robertson Financial Services Limited", "ceased_on": "2019-03-22" } ], "care_of": "", "po_box": "", "country_of_origin": "United Kingdom", "accounts": { "next_due": "2027-11-30", "last_made_up": "2026-02-28", "category": "UNAUDITED ABRIDGED", "filings": [ { "url": "/company/08291755/accounts/2026-02-28", "pdf_url": "/company/08291755/accounts/2026-02-28.pdf", "made_up_date": "2026-02-28", "period_start": "2026-02-28", "period_end": "2026-02-28", "entity_name": "Rosewood Wealth Management Ltd", "dormant": false, "average_employees": "7.00", "tangible_fixed_assets": "178889.00", "debtors": "10723.00", "cash_bank_in_hand": "211713.00", "current_assets": "222436.00", "creditors_due_within_one_year": null, "creditors_due_after_one_year": null, "net_current_assets_liabilities": "93867.00", "total_assets_less_current_liabilities": "272756.00", "net_assets_liabilities": "176704.00", "called_up_share_capital": null, "profit_loss_account_reserve": null, "shareholder_funds": "102.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "html", "parse_error": "", "source_zip": "Accounts_Monthly_Data-May2026.zip" }, { "url": "/company/08291755/accounts/2025-02-28", "pdf_url": "/company/08291755/accounts/2025-02-28.pdf", "made_up_date": "2025-02-28", "period_start": "2025-02-28", "period_end": "2025-02-28", "entity_name": "Rosewood Wealth Management Ltd", "dormant": false, "average_employees": "7.00", "tangible_fixed_assets": "223543.00", "debtors": "9584.00", "cash_bank_in_hand": "228016.00", "current_assets": "237600.00", "creditors_due_within_one_year": null, "creditors_due_after_one_year": null, "net_current_assets_liabilities": "53517.00", "total_assets_less_current_liabilities": "277060.00", "net_assets_liabilities": "162988.00", "called_up_share_capital": null, "profit_loss_account_reserve": null, "shareholder_funds": "102.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "html", "parse_error": "", "source_zip": "Accounts_Monthly_Data-June2025.zip" }, { "url": "/company/08291755/accounts/2024-02-29", "pdf_url": "/company/08291755/accounts/2024-02-29.pdf", "made_up_date": "2024-02-29", "period_start": "2024-02-29", "period_end": "2024-02-29", "entity_name": "Rosewood Wealth Management Ltd", "dormant": false, "average_employees": "5.00", "tangible_fixed_assets": "259636.00", "debtors": "9764.00", "cash_bank_in_hand": "117998.00", "current_assets": "127762.00", "creditors_due_within_one_year": null, "creditors_due_after_one_year": null, "net_current_assets_liabilities": "-32224.00", "total_assets_less_current_liabilities": "227412.00", "net_assets_liabilities": "99427.00", "called_up_share_capital": null, "profit_loss_account_reserve": null, "shareholder_funds": "102.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "html", "parse_error": "", "source_zip": "Accounts_Monthly_Data-June2024.zip" }, { "url": "/company/08291755/accounts/2023-02-28", "pdf_url": "/company/08291755/accounts/2023-02-28.pdf", "made_up_date": "2023-02-28", "period_start": "2023-02-28", "period_end": "2023-02-28", "entity_name": "Rosewood Wealth Management Ltd", "dormant": false, "average_employees": "4.00", "tangible_fixed_assets": "72658.00", "debtors": "6556.00", "cash_bank_in_hand": "184683.00", "current_assets": "191239.00", "creditors_due_within_one_year": null, "creditors_due_after_one_year": null, "net_current_assets_liabilities": "141049.00", "total_assets_less_current_liabilities": "213707.00", "net_assets_liabilities": "168959.00", "called_up_share_capital": null, "profit_loss_account_reserve": null, "shareholder_funds": "102.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "html", "parse_error": "", "source_zip": "Accounts_Monthly_Data-July2023.zip" }, { "url": "/company/08291755/accounts/2022-02-28", "pdf_url": "/company/08291755/accounts/2022-02-28.pdf", "made_up_date": "2022-02-28", "period_start": "2022-02-28", "period_end": "2022-02-28", "entity_name": "Rosewood Wealth Management Ltd", "dormant": false, "average_employees": "3.00", "tangible_fixed_assets": "15117.00", "debtors": null, "cash_bank_in_hand": null, "current_assets": "146900.00", "creditors_due_within_one_year": "42481.00", "creditors_due_after_one_year": null, "net_current_assets_liabilities": "105377.00", "total_assets_less_current_liabilities": "120494.00", "net_assets_liabilities": null, "called_up_share_capital": null, "profit_loss_account_reserve": null, "shareholder_funds": "118728.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "html", "parse_error": "", "source_zip": "Accounts_Monthly_Data-March2022.zip" }, { "url": "/company/08291755/accounts/2021-02-28", "pdf_url": "/company/08291755/accounts/2021-02-28.pdf", "made_up_date": "2021-02-28", "period_start": "2021-02-28", "period_end": "2021-02-28", "entity_name": "Rosewood Wealth Management Ltd", "dormant": false, "average_employees": "2.00", "tangible_fixed_assets": "9393.00", "debtors": null, "cash_bank_in_hand": null, "current_assets": "72134.00", "creditors_due_within_one_year": "27082.00", "creditors_due_after_one_year": null, "net_current_assets_liabilities": "46010.00", "total_assets_less_current_liabilities": "55403.00", "net_assets_liabilities": null, "called_up_share_capital": null, "profit_loss_account_reserve": null, "shareholder_funds": "53757.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "html", "parse_error": "", "source_zip": "Accounts_Monthly_Data-June2021.zip" }, { "url": "/company/08291755/accounts/2020-02-29", "pdf_url": "/company/08291755/accounts/2020-02-29.pdf", "made_up_date": "2020-02-29", "period_start": "2020-02-29", "period_end": "2020-02-29", "entity_name": "Rosewood Wealth Management Ltd", "dormant": false, "average_employees": "1.00", "tangible_fixed_assets": "7614.00", "debtors": null, "cash_bank_in_hand": null, "current_assets": "53411.00", "creditors_due_within_one_year": "18364.00", "creditors_due_after_one_year": null, "net_current_assets_liabilities": "35047.00", "total_assets_less_current_liabilities": "42661.00", "net_assets_liabilities": null, "called_up_share_capital": null, "profit_loss_account_reserve": null, "shareholder_funds": "41661.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "html", "parse_error": "", "source_zip": "Accounts_Monthly_Data-June2020.zip" }, { "url": "/company/08291755/accounts/2019-02-28", "pdf_url": "/company/08291755/accounts/2019-02-28.pdf", "made_up_date": "2019-02-28", "period_start": "2019-02-28", "period_end": "2019-02-28", "entity_name": "Rosewood Wealth Management Ltd", "dormant": false, "average_employees": null, "tangible_fixed_assets": "5506.00", "debtors": null, "cash_bank_in_hand": null, "current_assets": "32297.00", "creditors_due_within_one_year": null, "creditors_due_after_one_year": null, "net_current_assets_liabilities": "18800.00", "total_assets_less_current_liabilities": "24306.00", "net_assets_liabilities": "23306.00", "called_up_share_capital": null, "profit_loss_account_reserve": null, "shareholder_funds": "23306.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "html", "parse_error": "", "source_zip": "Accounts_Monthly_Data-April2019.zip" }, { "url": "/company/08291755/accounts/2018-02-28", "pdf_url": "/company/08291755/accounts/2018-02-28.pdf", "made_up_date": "2018-02-28", "period_start": "2018-02-28", "period_end": "2018-02-28", "entity_name": "D M Robertson Financial Services Limited", "dormant": false, "average_employees": null, "tangible_fixed_assets": "5076.00", "debtors": null, "cash_bank_in_hand": null, "current_assets": "28667.00", "creditors_due_within_one_year": "13161.00", "creditors_due_after_one_year": null, "net_current_assets_liabilities": "15506.00", "total_assets_less_current_liabilities": "20582.00", "net_assets_liabilities": "19582.00", "called_up_share_capital": null, "profit_loss_account_reserve": null, "shareholder_funds": "19582.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "html", "parse_error": "", "source_zip": "Accounts_Monthly_Data-May2018.zip" }, { "url": "/company/08291755/accounts/2017-02-28", "pdf_url": "/company/08291755/accounts/2017-02-28.pdf", "made_up_date": "2017-02-28", "period_start": "2017-02-28", "period_end": "2017-02-28", "entity_name": "D M Robertson Financial Services Limited", "dormant": false, "average_employees": null, "tangible_fixed_assets": "3127.00", "debtors": null, "cash_bank_in_hand": null, "current_assets": "24240.00", "creditors_due_within_one_year": "8793.00", "creditors_due_after_one_year": null, "net_current_assets_liabilities": "15447.00", "total_assets_less_current_liabilities": "18574.00", "net_assets_liabilities": "17574.00", "called_up_share_capital": null, "profit_loss_account_reserve": null, "shareholder_funds": "17574.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "html", "parse_error": "", "source_zip": "Accounts_Monthly_Data-June2017.zip" }, { "url": "/company/08291755/accounts/2014-02-28", "pdf_url": "/company/08291755/accounts/2014-02-28.pdf", "made_up_date": "2014-02-28", "period_start": "2014-02-28", "period_end": "2014-02-28", "entity_name": "D M Robertson Financial Services Limited", "dormant": false, "average_employees": null, "tangible_fixed_assets": "1440.00", "debtors": null, "cash_bank_in_hand": "23187.00", "current_assets": "28873.00", "creditors_due_within_one_year": "13379.00", "creditors_due_after_one_year": null, "net_current_assets_liabilities": "15494.00", "total_assets_less_current_liabilities": "16934.00", "net_assets_liabilities": "16646.00", "called_up_share_capital": "1.00", "profit_loss_account_reserve": "16645.00", "shareholder_funds": "16646.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "html", "parse_error": "", "source_zip": "Accounts_Monthly_Data-April2014.zip" } ], "pdf_only_filings": [ { "made_up_date": "2016-02-28", "filing_date": "2016-04-28", "form_type": "AA", "description": "accounts-with-accounts-type-micro-entity", "paper_filed": true, "pdf_url": "/company/08291755/accounts/2016-02-28.pdf", "companies_house_url": "https://find-and-update.company-information.service.gov.uk/company/08291755/filing-history/MzE0NzA3Nzc2MGFkaXF6a2N4/document?format=pdf&download=0" }, { "made_up_date": "2015-02-28", "filing_date": "2015-05-01", "form_type": "AA", "description": "accounts-with-accounts-type-total-exemption-small", "paper_filed": null, "pdf_url": "/company/08291755/accounts/2015-02-28.pdf", "companies_house_url": "https://find-and-update.company-information.service.gov.uk/company/08291755/filing-history/MzEyMjMwOTk5MGFkaXF6a2N4/document?format=pdf&download=0" } ], "filing_history_url": "https://find-and-update.company-information.service.gov.uk/company/08291755/filing-history" }, "confirmation_statement": { "next_due": "2027-07-01", "last_made_up": "2026-06-17" }, "officers": [ { "name": "POOL-GORMAN, Shannan Lisa", "person_url": "/person/5413640", "role": "director", "appointed_on": "2019-08-08", "resigned_on": null, "nationality": "Australian,British", "occupation": "", "source": "stream", "retrieved_at": "2026-07-07T13:24:05+00:00" }, { "name": "ROBERTSON, Donna", "person_url": "/person/5413614", "role": "director", "appointed_on": "2012-11-13", "resigned_on": null, "nationality": "British", "occupation": "", "source": "stream", "retrieved_at": "2026-07-07T13:24:05+00:00" } ], "psc": [ { "name": "Mrs Shannan Lisa Pool-Gorman", "kind": "individual-person-with-significant-control", "person_url": "/person/4594865", "controlling_company_url": null, "natures_of_control": [ "ownership-of-shares-25-to-50-percent" ], "notified_on": "2020-06-17", "ceased_on": null, "nationality": "Australian,British", "country_of_residence": "England", "source": "snapshot" }, { "name": "Mrs Donna Robertson", "kind": "individual-person-with-significant-control", "person_url": "/person/1345725", "controlling_company_url": null, "natures_of_control": [ "ownership-of-shares-25-to-50-percent" ], "notified_on": "2016-04-06", "ceased_on": null, "nationality": "British", "country_of_residence": "United Kingdom", "source": "snapshot" } ], "external_links": [], "provenance": { "source": "snapshot", "first_seen_at": "2026-07-05T12:35:35.811816+00:00", "last_seen_snapshot": "2026-09-01", "retrieved_at": "2026-09-13T04:37:54.819141+00:00" }, "licence": "Open Government Licence v3.0", "licence_url": "https://www.nationalarchives.gov.uk/doc/open-government-licence/version/3/", "attribution": "Contains public sector information licensed under the Open Government Licence v3.0. Source: Companies House." }