Roberts Financial Services Limited

Date authorised
1 April 2013
Companies House
04448998
Last scraped
2 weeks ago
Watch for changes

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.

  • Ross Burnett

    IRN RXB00364

    • [FCA CF] Client dealing (14 Jul 2020 to 30 Apr 2022)
    • [FCA CF] Functions requiring qualifications (14 Jul 2020 to 30 Apr 2022)
  • Sean Liam Healy

    IRN SLH00039

    • [FCA CF] Functions requiring qualifications (4 Mar 2024 to 31 Mar 2024)
  • Stephen Mark Roberts

    IRN SXR00072

    • SMF3 Executive Director (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • Responsibility for MCD Intermediation (since 21 Mar 2016)
    • [FCA CF] Client dealing (1 Aug 2020 to 10 Jul 2024)
    • Responsible for Insurance Mediation (17 May 2011 to 30 Sep 2018)
    • CF1 Director (17 May 2011 to 8 Dec 2019)
  • Terry Ball

    IRN TXB00398

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

    IRN TXB00166

    • [FCA CF] Functions requiring qualifications (22 Jun 2020 to 13 Dec 2023)
    • [FCA CF] Client dealing (22 Jun 2020 to 13 Dec 2023)
  • Victoria Deane

    IRN VXD00038

    • CF30 Customer (28 Sep 2022 to 3 Jan 2024)
    • [FCA CF] Client dealing (18 Jul 2022 to 19 Jul 2022)
    • Appointed representative dealing with clients for which they require qualification (18 Jul 2022 to 19 Jul 2022)
    • [FCA CF] Functions requiring qualifications (18 Jul 2022 to 19 Jul 2022)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

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

No changes recorded yet.