DAVID ROBERTS & PARTNERS (INSURANCE BROKERS) LIMITED

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Addresses

The contact details this firm has registered with the FCA.

The regulated activities the FCA has granted this firm permission to carry out.

Investment Advice (no pensions)

For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
Authorised to Operate
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- · The firm can only agree to carry on the regulated activities specified in this Notice.
Arranges Investments

For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
Insurance Admin

For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
Credit Brokering
Stockbroking

For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
Investment Setup

For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

Senior staff personally approved by the FCA to hold their roles here.

Stephen John White
IRN SJW00009
- CF21 Investment Adviser (1 Dec 2001 to 30 Nov 2002)
Stuart Eric Sinclair
IRN SES00015
- CF30 Customer (1 Nov 2007 to 31 Dec 2008)
- CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
Stuart Thomas Bennett
IRN STB01066
- CF1 Director (1 Aug 2009 to 20 Apr 2017)
William Alfred Bright
IRN WAB00015
- CF21 Investment Adviser (1 Dec 2001 to 29 Jun 2007)

Smaller firms operating under this firm's FCA authorisation.

European Study Tours Limited
FRN 493317 · Appointed 13 Mar 2022
Pgl Travel Limited
FRN 403915 · Appointed 13 Mar 2022
Urban Evolution Property Management Ltd (no longer appointed)
FRN 999867 · Appointed 24 Jul 2023 · Until 21 Feb 2025
Commercial Litigation Group Limited (no longer appointed)
FRN 807969 · Appointed 10 May 2021 · Until 12 Aug 2022

Updates to this firm's record on the FCA register.

No changes recorded yet.

A quick guide to the terms on this page.

The FCA: The Financial Conduct Authority is the UK's regulator for banking, lending, insurance, investments and payments. Any firm offering these services has to be authorised by the FCA.
Permissions: The specific regulated activities a firm is allowed to carry out, like advising on insurance, lending money or arranging investments. Anything outside this list isn't covered.
Approved individuals: Senior staff (directors, compliance officers and similar) have to be approved by the FCA personally before they can take up the role. They're held accountable for the firm's conduct.
Appointed representatives: Smaller firms can do regulated business under another firm's authorisation rather than getting their own. The bigger firm (the 'principal') is legally on the hook for what they do.

Information on this page is sourced from the official FCA register.