David Roberts & Partners (York) Ltd

Watch for changes

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
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.

Craig Arthur Seed
IRN CAS01161
- SMF3 Executive Director (9 Dec 2019 to 4 Apr 2025)
- CF1 Director (1 Nov 2019 to 8 Dec 2019)
Jason Lauchlan
IRN JXL17446
- SMF3 Executive Director (since 9 Dec 2019)
- CF1 Director (AR) (13 Jun 2023 to 3 Apr 2025)
- CF1 Director (1 Nov 2019 to 8 Dec 2019)
John David Page
IRN JDP00026
- SMF1 Chief Executive (since 16 Sep 2021)
- Responsible for Insurance Distribution (since 1 Nov 2019)
- SMF3 Executive Director (9 Dec 2019 to 16 Sep 2021)
- CF1 Director (1 Nov 2019 to 8 Dec 2019)
Kathryn Hill
IRN KXH17445
- SMF3 Executive Director (9 Dec 2019 to 4 Feb 2021)
- CF1 Director (1 Nov 2019 to 8 Dec 2019)
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 McCann Elvin
IRN MME01014
- SMF3 Executive Director (9 Dec 2019 to 30 Jan 2026)
- CF1 Director (1 Nov 2019 to 8 Dec 2019)

Smaller firms operating under this firm's FCA authorisation.

Quantity Surveying & Project Management Ltd (no longer appointed)
FRN 1022229 · Appointed 25 Nov 2024 · Until 20 Oct 2025
Machinery Insurance Solutions Ltd (no longer appointed)
FRN 994598 · Appointed 6 Apr 2023 · Until 7 Apr 2025

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.