Robert Stevenson

Reference number: 193643

Instant download

Appointed representative

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

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 Stevenson (FRN 193643) is an AR of Openwork Limited (FRN 408285). When you use Robert Stevenson's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Robert Stevenson, 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

    0141 773 3082

  • Address

    14 Rosebank Place, Uddingston, Glasgow, North Lanarkshire, G71 7TH, Scotland

In the full report: 2 background checks

  • What kind of line 0141 773 3082 is
  • Who else gives the postcode G71 7TH
Instant PDF download
Other names (5)

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

  • Bob Stevenson Mortgages Trading name: A name it trades under now.
  • Berkeley Financial Consultancy Former name: A name it was registered under before.
  • Berkeley Financial Consulting Former name: A name it was registered under before.
  • Mortgage Finance Group Former name: A name it was registered under before.
  • R S Mortgage Solutions Former trading name: A name it used to trade under.

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.

Key dates in its history

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

2016

20 May 2016

  • Changed its registered name from "Berkeley Financial Consultancy"

FCA register

2009

23 April 2009

  • Changed its registered name from "Mortgage Finance Group"

FCA register

2003

14 July 2003

  • Changed its registered name from "Berkeley Financial Consulting"

FCA register

2000

10 January 2000

  • Became an appointed representative

FCA register

In the full report: all 9 events

  • All 9 events in its history (4 shown here)
Instant PDF download

Firms like Robert Stevenson

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

In Glasgow

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 Stevenson

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 9 events in its history

Instant PDF One-off payment Secure checkout by Stripe

Frequently asked questions about this firm

Is Robert Stevenson FCA authorised?
Robert Stevenson (FRN 193643) 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 Stevenson?
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 Stevenson (FRN 193643) is an AR of Openwork Limited (FRN 408285). When you use Robert Stevenson's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Robert Stevenson, 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 Stevenson’s phone number?
The FCA register lists the phone number 0141 773 3082 for Robert Stevenson. If you were given different contact details, use these to check with the firm before going any further.
Is Robert Stevenson a scam or clone?
Robert Stevenson 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 Stevenson?
Protection works through Openwork Limited, the principal firm responsible for Robert Stevenson's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Does Robert Stevenson use any other names?
It trades as Bob Stevenson Mortgages. It has previously used 4 other names, including Berkeley Financial Consultancy, Berkeley Financial Consulting and Mortgage Finance Group.

Sources and links

The full report on Robert Stevenson

£19.99 · Instant PDF download

Loading secure checkout…