Appointed representative
Daniel J Roberts does not hold FCA authorisation of their own, and acts under a principal firm, which is legally responsible for their regulated business.
Responsible principal firm
Personal Touch Financial Services Limited Reference number: 187834 View firm →What does this mean?
- An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
- Daniel J Roberts (FRN 975281) is an AR of Personal Touch Financial Services Limited (FRN 187834). When you use Daniel J Roberts's services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from Daniel J Roberts, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
- Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.
Website, phone number and address
Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.
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No website on the FCA register
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Phone number
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Address
3 Giraffe House, Burrough Court, Burrough on the Hill, Leicestershire, LE14 2QS, United Kingdom
In the full report: 2 background checks
- What kind of line 0116 232 3288 is
- Who else gives the postcode LE14 2QS
Other names (2)
If you were contacted under any of these names, it is this firm.
- Daniel Roberts Former name: A name it was registered under before.
- Glenbrook Financial Former trading name: A name it used to trade under.
FCA permissions and consumer protection
- Protection through the principal firmProtection works through Personal Touch Financial Services Limited, the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
- Complaints Ombudsman, freeYou can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
FCA disciplinary action and complaints
No FCA disciplinary action.
The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.
Key dates in its history
Daniel J Roberts’s history from the FCA register and Companies House, newest first.
2026
5 May 2026
- Changed its registered name from "Daniel Roberts"
FCA register
2025
3 October 2025
- Stopped trading as "Glenbrook Financial"
FCA register
2022
6 May 2022
- Became an appointed representative
- Began trading as "Glenbrook Financial"
FCA register
Director appointments and resignations, and trading names, appear under All events.
Firms connected to Daniel J Roberts
Other FCA-listed firms that share a director, phone number or address with Daniel J Roberts. A link shows who the firm is tied to, not whether either can be trusted.
- connected firm
- 1
- share its postcode
- 1
In the full report: the connected firm, named
- How it is linked: the same postcode (1)
- Who links it to this firm: the named directors, with dates
Firms like Daniel J Roberts
Other firms of the same type (mortgage adviser or broker), nearest first.
In the Leicester (LE) postcode area
Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.
Get the full report on Daniel J Roberts
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 2 background checks on its contact details
- All 4 events in its history
- 1 connected firm, named, and who links them
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Frequently asked questions about this firm
Is Daniel J Roberts FCA authorised?
What does appointed representative mean for Daniel J Roberts?
What is Daniel J Roberts’ phone number?
Is Daniel J Roberts a scam or clone?
Is my money safe with Daniel J Roberts?
Does Daniel J Roberts use any other names?
Sources and links
- Its entry on the FCA register register.fca.org.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk