Robert Morris

Reference number: 216147

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Appointed representative

Robert Morris 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

Quilter Financial Services Limited Reference number: 440703 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.
  • Robert Morris (FRN 216147) is an AR of Quilter Financial Services Limited (FRN 440703). When you use Robert Morris's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Robert Morris, 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

    020 8951 1625

  • Address

    2 Canons Drive, Edgware, Middlesex, HA8 7QP, United Kingdom

In the full report: 2 background checks

  • What kind of line 020 8951 1625 is
  • Who else gives the postcode HA8 7QP
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Other names (1)

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

  • Robert Morris Associates Trading name

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Quilter 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, 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.

Key dates in its history

Robert Morris’s history from the FCA register and Companies House, newest first.

2026

25 August 2026

  • Stopped trading as "Robert Morris Associates"

FCA register

2018

19 June 2018

  • Began trading as "Robert Morris Associates"

FCA register

2002

15 July 2002

  • Became an appointed representative

FCA register

Director appointments and resignations, and trading names, appear under All events.

Firms like Robert Morris

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

In Edgware

Benjamin GoldmanEdgwareAppointed representativeDavid Michael LevyEdgwareAppointed representativeFreedom Path Financial Planning LimitedEdgwareAppointed representativeGary BrownEdgwareAppointed representativeLandsman Financial Solutions LtdEdgwareAppointed representativeHindocha & Co LimitedEdgwareAuthorised

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 Robert Morris

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 3 events in its history

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Frequently asked questions about this firm

Is Robert Morris FCA authorised?
Robert Morris (FRN 216147) 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 Robert Morris?
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. Robert Morris (FRN 216147) is an AR of Quilter Financial Services Limited (FRN 440703). When you use Robert Morris's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Robert Morris, 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 Robert Morris’ phone number?
The FCA register lists the phone number 020 8951 1625 for Robert Morris. If you were given different contact details, use these to check with the firm before going any further.
Is Robert Morris a scam or clone?
Robert Morris 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 Robert Morris?
Protection works through Quilter Financial Services Limited, the principal firm responsible for Robert Morris's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Does Robert Morris use any other names?
It trades as Robert Morris Associates.

Sources and links

The full report on Robert Morris

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