The above diagram shows the color scheme of the layout in the main result page. The parent entities and officers are those entities, including individual and legal persons, have significant controls over the company in focus. The offspring entities and appointments are those entities that the company in focus can influence on.

Clicking the links on parent entities or officers, and offspring entities or managed companies will put them in focus and show upstream or downstream connections. In general, ascendant entities can be found by moving toward upstream, and descendant entities are by toward downstream. In this way, progenitor entities such as grandparent companies (parents of parent), sibling companies (children of parent), partner companies (parents of child), and progeny entities such as grandchild companies (children of child) can be found easily.

Parent entities and officers
Active 1
  • Robertson, David Alan
    Financial Adviser born in December 1963
    Individual (12 offsprings)
    Officer
    2009-02-20 ~ now
    OF - director → CIF 0
    Mr David Alan Robertson
    Born in December 1963
    Individual (12 offsprings)
    Person with significant control
    2016-04-06 ~ now
    PE - Ownership of shares – 75% or moreCIF 0
    PE - Ownership of voting rights - 75% or moreCIF 0
parent relation
Company in focus

MARCUS JAMES FINANCIAL (SOUTH EAST) LIMITED

Previous name
ROSEMOUNT WEALTH MANAGEMENT LIMITED - 2010-07-28
Standard Industrial Classification
64999 - Financial Intermediation Not Elsewhere Classified
Brief company account
Turnover/Revenue
1,000 GBP2023-04-01 ~ 2024-03-31
100 GBP2022-04-01 ~ 2023-03-31
Profit/Loss
-9,440 GBP2023-04-01 ~ 2024-03-31
-715 GBP2022-04-01 ~ 2023-03-31
Current Assets
-360 GBP2024-03-31
107 GBP2023-03-31
Creditors
Current, Amounts falling due within one year
-9,056 GBP2024-03-31
-83 GBP2023-03-31
Total Assets Less Current Liabilities
-9,416 GBP2024-03-31
24 GBP2023-03-31
Net Assets/Liabilities
-9,776 GBP2024-03-31
-336 GBP2023-03-31
Equity
Called up share capital
100 GBP2024-03-31
100 GBP2023-03-31
Retained earnings (accumulated losses)
-9,876 GBP2024-03-31
-436 GBP2023-03-31
Equity
-9,776 GBP2024-03-31
-336 GBP2023-03-31
Average Number of Employees
02023-04-01 ~ 2024-03-31
02022-04-01 ~ 2023-03-31

  • MARCUS JAMES FINANCIAL (SOUTH EAST) LIMITED
    Info
    ROSEMOUNT WEALTH MANAGEMENT LIMITED - 2010-07-28
    Registered number 06825705
    Kemp House, 160 City Road, London EC1V 2NX
    Private Limited Company incorporated on 2009-02-20 (16 years 3 months). The company status is Active.
    The last date of confirmation statement was made at 2025-02-20
    CIF 0
child relation
Offspring entities and appointments
Active 0
  • Not found in our database.
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Contains public sector information retrieved at 24 April 2025 and licensed under the Open Government Licence v3.0.