# Rosewood Wealth Management Ltd

## Details

- **Company number:** [08291755](https://find-and-update.company-information.service.gov.uk/company/08291755)
- **Status:** Active
- **Type:** Private Limited Company
- **Incorporated:** 13 Nov 2012
- **Registered office:** FOURTH FLOOR 1 WATERSIDE PLACE, BASIN SQUARE, BRIMINGTON ROAD, S41 7FH
- **Nature of business:** [66220](/sic/66220) Activities of insurance agents and brokers


## 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 2014 | £16,646 | £23,187 | - |