Robert David Simpson

Last updated
2 weeks ago
Watch for changes

Where they hold approval

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

  • Corbel Partners Limited

    FRN 429142

    • 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)
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • Appointed representative dealing with clients for which they require qualification (since 12 Aug 2025)
    • CF1 Director (AR) (since 15 Jul 2025)
    • CF30 Customer (since 15 Jul 2025)
    • [FCA CF] Client dealing (since 20 Jun 2024)
    • [FCA CF] Functions requiring qualifications (since 20 Jun 2024)
  • RDS Financial Planning Ltd

    FRN 1036657

    • (1)Employed By (since 15 Jul 2025)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • Appointed representative dealing with clients for which they require qualification (17 Jan 2022 to 1 Jul 2024)
    • CF30 Customer (5 Nov 2021 to 1 Jul 2024)
  • V-Financial Ltd (no longer approved here)

    FRN 647048

    • (13)Employed By (5 Nov 2021 to 1 Jul 2024)
  • TSB Bank plc (no longer approved here)

    FRN 191240

    • [FCA CF] Manager of certification employee (7 Mar 2016 to 19 Jan 2021)

Recent activity

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

  1. controlled function added: (13)Employed By at V-Financial Ltd