Adam Robinson

Last updated
1 week ago
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Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • Rosemount Financial Solutions (IFA) Limited

    FRN 535515

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • CF1 Director (AR) (since 3 Mar 2025)
    • CF30 Customer (since 3 Mar 2025)
    • [FCA CF] Functions requiring qualifications (since 11 Nov 2024)
    • [FCA CF] Client dealing (since 11 Nov 2024)
  • Coastline Financial Ltd

    FRN 979140

    • Employed By (since 3 Mar 2025)
    • Employed By (1 Sep 2022 to 31 Jan 2025)
  • Brompton Asset Finance Limited (no longer approved here)

    FRN 727308

    • [FCA CF] Functions requiring qualifications (24 Jul 2024 to 7 Feb 2025)
    • CF1 Director (AR) (1 Sep 2022 to 31 Jan 2025)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • Appointed representative dealing with clients for which they require qualification (10 Aug 2021 to 20 Jun 2022)
  • Venture Mortgage Management Limited (no longer approved here)

    FRN 814008

    • [FCA CF] Client dealing (9 Dec 2019 to 23 Sep 2021)
    • Sole trader dealing with clients for which they require qualification (9 Dec 2019 to 23 Sep 2021)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 23 Sep 2021)

Recent activity

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

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