John William Roberts Limited

Reference number: 214954

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Appointed representative

This firm does not hold FCA authorisation of its own, and acts under a principal firm, which is legally responsible for its regulated business.

Responsible principal firm

Openwork Limited Reference number: 408285 Authorised 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.
  • John William Roberts Limited (FRN 214954) is an AR of Openwork Limited (FRN 408285). When you use John William Roberts's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from John William 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.

  • No website on the FCA register

  • Phone number

    023 8065 3653

  • Address

    John William Roberts Ltd, Suite 3, Crescent House, The Crescent, Eastleigh, Hampshire, SO50 9SX, United Kingdom

In the full report: 2 background checks

  • What kind of line 023 8065 3653 is
  • Who else gives the postcode SO50 9SX
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Other names (6)

If you were contacted under any of these names, it is this firm.

  • John Roberts Former name
  • John Roberts Ltd Former name
  • John William Roberts Former name
  • John William Roberts Ltd Former name
  • Gibson Financial Services Former trading name
  • Mortgage My Property Former trading name

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Openwork 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, free
    You 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.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
06074965
Company status
Active
Company type
Private limited company
Incorporated
30 January 2007 (19 years old)
Registered office
Suite 3, Crescent House, The Crescent, Eastleigh, SO50 9SX, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
John William Roberts Director Jul 1962 30 Jan 2007 1 other company

Other companies run by its director

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other company
1
still active
1

In the full report: all 1 company, named

  • What each company does, and whether it is still trading
  • Which of its director sits on each board, and since when
  • Any that went into liquidation or administration
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Filed accounts and finances

Year to 30 May 2025Micro-entity accountsNot audited

Net assets

£395k

No earlier figure to compare

Employees (average)

7

Up 7 from 0

Owed within a year

−£186k

−212% from £166k

Total equity

In the full report: all 7 years of accounts

  • Every year from 2019 to 2025
  • The chart, over every year
  • Every filed figure, year by year
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About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

There is no turnover or profit: small companies do not have to publish them.

Accounts filed at Companies House for company 06074965. Figures are exactly as filed; nothing is estimated.

Key dates in its history

John William Roberts’s history from the FCA register and Companies House, newest first.

Key events (7) All events (12)

2016

6 April 2016

  • John William Roberts took control (75–100% of shares)

Companies House

2015

2 December 2015

  • Changed its registered name from "John William Roberts Ltd"

FCA register

2009

12 January 2009

  • Changed its registered name from "John Roberts Ltd"

FCA register

2008

24 June 2008

  • Changed its registered name from "John William Roberts"

FCA register

2007

26 February 2007

  • Changed its registered name from "John Roberts"

FCA register

30 January 2007

  • Incorporated at Companies House

Companies House

2002

11 July 2002

  • Became an appointed representative

FCA register

In the full report: all 12 events

  • All 12 events in its history (7 shown here)
  • Every director appointment and resignation: 1
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Firms like John William Roberts

Other firms of the same type (financial adviser), nearest first.

In Eastleigh

Quantus Wealth Management LtdEastleighAppointed representativeSp Vision Wealth LimitedEastleighAppointed representativeSparks Ellison LimitedEastleighAppointed representativeBen Thorpe Financial Services LimitedEastleighAuthorisedButcher & Moody Financial Services LimitedEastleighAuthorisedEmbers Wealth Management LtdEastleighAuthorised

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 John William Roberts

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 1 other company its directors have run, named
  • 2 background checks on its contact details
  • 7 years of accounts, charted
  • All 12 events in its history

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Frequently asked questions about this firm

Is John William Roberts Limited FCA authorised?
John William Roberts Limited (FRN 214954) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does appointed representative mean for John William Roberts?
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. John William Roberts Limited (FRN 214954) is an AR of Openwork Limited (FRN 408285). When you use John William Roberts's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from John William 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.
What is John William Roberts’ phone number?
The FCA register lists the phone number 023 8065 3653 for John William Roberts. If you were given different contact details, use these to check with the firm before going any further.
Is John William Roberts a scam or clone?
John William Roberts is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with John William Roberts?
Protection works through Openwork Limited, the principal firm responsible for John William Roberts's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns John William Roberts?
Companies House lists one person with significant control of John William Roberts: Mr John William Roberts (75–100% of shares).
Who runs John William Roberts?
Companies House lists one director of John William Roberts: John William Roberts.
How long has John William Roberts been in business?
The company was formed on 30 January 2007.
What do John William Roberts’ latest accounts show?
Its latest accounts, to 30 May 2025, show net assets of £395k (no earlier figure to compare).
Does John William Roberts use any other names?
It has previously used 6 other names, including John Roberts, John Roberts Ltd and John William Roberts.

Sources and links

The full report on John William Roberts Limited

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