Roberts Financial Services Limited

Date authorised
1 April 2013
Companies House
04448998
Last scraped
2 weeks ago
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Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Langstone Gate
    Solent Road
    Havant
    Hampshire
    PO9 1TR
    UNITED KINGDOM
    Phone
    +4402392373235
    Web
    https://www.yescandomoney.com

  • Complaints Contact

    Langstone Gate
    Solent Road
    Havant
    Hampshire
    PO9 1TR
    UNITED KINGDOM
    Phone
    +4402392373235

What this firm is allowed to do

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

  • Buy-to-Let Mortgage Admin

  • Buy-to-Let Mortgage Advice

  • Buy-to-Let Mortgage Arranging

  • Investment Advice (no pensions)

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

  • Mortgage Advice

    For Customer, Regulated mortgage contract

  • Authorised to Operate

    Show 1 limitation
    • · 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

  • Mortgage Arranging

    For Customer, Regulated mortgage contract

  • Buy-to-Let Start Date

  • Buy-to-Let Status

  • Credit Brokering

  • Debt Advice

    Show 1 limitation
    • · Limited to debt counselling excluding giving advice about debt management plans. In this limitation “debt management plans” is defined as: “a non-statutory agreement between a customer and one or more of the customer's lenders the aim of which is to discharge or liquidate the customer's debts, by making regular payments to a third party which administers the plan and distributes the money to the lenders”.

  • Mortgage Setup

    For Customer, Regulated mortgage contract

  • Investment Setup

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

Approved individuals

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

  • Jane Rowe

    IRN JXR00308

    • [FCA CF] Functions requiring qualifications (15 Mar 2021 to 30 Nov 2023)
    • [FCA CF] Client dealing (15 Mar 2021 to 30 Nov 2023)
  • Jenisa Jenkins

    IRN JXJ00154

    • [FCA CF] Functions requiring qualifications (5 Jul 2021 to 16 Mar 2022)
    • [FCA CF] Client dealing (5 Jul 2021 to 16 Mar 2022)
  • Jessica Paige Stevens

    IRN JXS00828

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 4 Aug 2025)
  • Kaitlin Shaw

    IRN KXS00364

    • [FCA CF] Functions requiring qualifications (1 Jan 2022 to 30 Nov 2022)
    • [FCA CF] Client dealing (1 Jan 2022 to 30 Nov 2022)
  • Luke Patrick McNally

    IRN LXM00399

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 2 Jan 2025)
  • Mark Green

    IRN MXG00355

    • Appointed representative dealing with clients for which they require qualification (1 Apr 2021 to 22 Jun 2022)
  • Matthew Stephen Roberts

    IRN MSR01145

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • SMF16 Compliance Oversight (since 6 Feb 2026)
    • [FCA CF] Functions requiring qualifications (since 1 Aug 2020)
    • SMF3 Executive Director (since 9 Dec 2019)
    • [FCA CF] Client dealing (1 Aug 2020 to 10 Jul 2024)
    • CF1 Director (1 Jul 2018 to 8 Dec 2019)
  • Megan Leaves

    IRN MXS00948

    • [FCA CF] Functions requiring qualifications (1 Apr 2022 to 27 Mar 2025)
    • [FCA CF] Client dealing (1 Apr 2022 to 10 Jul 2024)
  • Melanie Tracey

    IRN MXT00468

    • CF1 Director (AR) (27 Mar 2023 to 3 Jan 2024)
    • CF30 Customer (27 Mar 2023 to 3 Jan 2024)
  • Rachael Christie

    IRN RXC00285

    • [FCA CF] Functions requiring qualifications (1 Oct 2020 to 21 Jul 2025)
    • [FCA CF] Client dealing (1 Oct 2020 to 21 Jul 2025)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

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

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