Kevin Roberts

Last updated
2 weeks ago
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Where they hold approval

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

  • Openwork Limited

    FRN 408285

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • CF1 Director (AR) (since 29 Apr 2022)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 29 Apr 2013)
  • Roberts Wealth & Financial Planning Ltd

    FRN 974434

    • (1)Employed By (since 29 Apr 2022)
  • The Steve Williams Practice Limited (no longer approved here)

    FRN 216487

    • (8)Employed By (1 Aug 2013 to 27 Oct 2022)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF30 Customer (1 Nov 2007 to 11 Nov 2012)
    • CF21 Investment Adviser (21 May 2007 to 31 Oct 2007)
  • HSBC Bank Plc (no longer approved here)

    FRN 114216

    • CF21 Investment Adviser (1 Dec 2001 to 17 Sep 2004)

Recent activity

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

No changes recorded yet.