Gurmeet Singh Kler
Reference number: 927433
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Appointed representative
Gurmeet Singh Kler does not hold FCA authorisation of their own. It acts under a principal firm, which is legally responsible for their regulated business.
Responsible principal firm
Rosemount Financial Solutions (IFA) Limited Reference number: 535515 View firm →What does this mean?
- An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
- Gurmeet Singh Kler (FRN 927433) is an AR of Rosemount Financial Solutions (IFA) Limited (FRN 535515). When you use Gurmeet Singh Kler's services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from Gurmeet Singh Kler, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
- Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.
Identity
Check their details
Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.
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No website on the FCA register
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Verified phone number
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Verified address
263 Richmond Road, Kingston Upon Thames, KT2 5DJ, United Kingdom
- Oakmont Financial Services
Activities and protection
What they can do, and how you are protected
- Protection through the principal firmProtection works through Rosemount Financial Solutions (IFA) Limited, the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Complaints: You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Track record
FCA actions and complaints
No FCA disciplinary action, and no complaints recorded with the Ombudsman.
Previously registered as
The FCA register holds one earlier registered name for this firm. A registered name changes when a firm rebrands, and a partnership's changes whenever its partners do.
- Oakmont Financial Services
Names it no longer trades under
This firm has retired one trading name. If you were contacted under one of these, the name did belong to this firm, but check the current details above before going ahead.
Show the retired name
- Oakmont Finance
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