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.

Geoffrey William Catterall
IRN GWC01045
- CF30 Customer (1 Nov 2007 to 31 Dec 2008)
- CF21 Investment Adviser (10 Apr 2006 to 31 Oct 2007)
- CF22 Investment Adviser (Trainee) (4 Jul 2005 to 10 Apr 2006)
Ian James Burke
IRN IJB00026
- CF21 Investment Adviser (1 Dec 2001 to 30 May 2003)
Jeffrey John Noblett
IRN JJN00009
- CF30 Customer (1 Nov 2007 to 31 Dec 2008)
- CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
John David Page
IRN JDP00026
- SMF1 Chief Executive (since 15 Jan 2020)
- Responsible for Insurance Distribution (since 1 Oct 2018)
- SMF3 Executive Director (9 Dec 2019 to 15 Jan 2020)
- CF1 Director (1 Nov 2019 to 8 Dec 2019)
- Responsible for Insurance Mediation (14 Jan 2005 to 30 Sep 2018)
John Graham Crossley
IRN JGC00031
- CF30 Customer (1 Nov 2007 to 31 Dec 2008)
- CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
John Peter Neale
IRN JPN00018
- CF1 Director (1 Dec 2001 to 31 Jan 2003)
Kenneth Edward Deary
IRN KED01015
- CF3 Chief Executive (4 Sep 2006 to 3 Apr 2008)
- CF1 Director (1 Apr 2006 to 3 Apr 2008)
- CF8 Apportionment and Oversight (1 Apr 2006 to 3 Apr 2008)
Lynsey Brannagan
IRN LXB00780
- [FCA CF] Significant management (since 31 Mar 2025)
- [FCA CF] CASS oversight function (since 31 Mar 2025)
Marc Coster
IRN MXC01347
- SMF3 Executive Director (17 Jul 2025 to 4 Mar 2026)
Mark Condon
IRN MXC00209
- CF21 Investment Adviser (1 Dec 2001 to 31 Dec 2004)

Smaller firms operating under this firm's FCA authorisation.

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.