No longer an appointed representative
This firm is still listed on the FCA register, but the record is closed. Cover on business done while it was authorised generally still applies, and it cannot take on new regulated business. Registration ended 3 April 2009.
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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Last known phone number
0345 474 5902
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Last known address
Mere Green Chambers, 338 Lichfield Road, Sutton Coldfield, West Midlands, B74 4BH, United Kingdom
In the full report: 2 background checks
- What kind of line 0345 474 5902 is
- Who else gives the postcode B74 4BH
Other names (7)
If you were contacted under any of these names, it is this firm.
- RFC Trading name: A name it trades under now.
- The Penny Group Midlands Trading name: A name it trades under now.
- Barrie Roberts Former name: A name it was registered under before.
- David Abbey & Associates Former name: A name it was registered under before.
- Roberts Financial Consultancy Ltd Former name: A name it was registered under before.
- DAAA Former trading name: A name it used to trade under.
- David Abbey and Associates Former trading name: A name it used to trade under.
Past FCA permissions and consumer protection
- The record is closedCover you already have generally survives the cancellation: FSCS exists for firms that have failed, and the Financial Ombudsman Service can look at a complaint about a firm that has stopped trading, as long as the business was done while it was authorised. New business with this firm has no cover at all, because it is no longer permitted to carry it out.
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
- 06851743 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 18 March 2009 (17 years old)
- Registered office
- 7th Floor 80 Cannon Street, London, EC4N 6HL, United Kingdom
- Nature of business
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- Other business support service activities not elsewhere classified (SIC 82990)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Clement Edward Cowley | Director | Dec 1985 | 15 Feb 2024 | 8 other companies |
| Michael Joseph Elworthy | Director | Jul 1983 | 15 Feb 2024 | 11 other companies |
| Graeme Joseph Morrissey | Director | Sep 1984 | 15 Feb 2024 | 12 other companies |
| Adam David John Roberts | Director | Nov 1982 | 15 Feb 2024 | 5 other companies |
Other companies run by these 4 directors
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 companies
- 16
- closed down
- 3
- are FCA-registered
- 2
In the full report: all 16 companies, named
- What each company does, and whether it is still trading
- Which of these 4 directors sit on each board, and since when
- Any that went into liquidation or administration
- The 2 on the FCA register
- The 9 companies these 4 directors run together
- All 6 people who have ever been directors, with their dates
Filed accounts and finances
Net assets
£589k
+28% from £460k
Cash at bank
£565k
+33% from £425k
Employees (average)
5
−29% from 7
Owed within a year
£70.8k
−8% from £77.0k
Assets and liabilities
In the full report: all 4 years of accounts
- Every year from 2020 to 2023
- The chart, over every year
- Every filed figure, year by year
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.
Accounts filed at Companies House for company 06851743. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.
Key dates in its history
Roberts Financial Consultancy’s history from the FCA register and Companies House, newest first.
2024
15 February 2024
- Board replaced: both directors left and 4 new directors took over
- Amanda Jane Roberts stopped being a part-owner
- Barrie William Roberts stopped being a part-owner
- The Penny Group Ltd took control (75–100% of shares)
Companies House
2016
6 April 2016
- Amanda Jane Roberts became a part-owner (25–50% of shares)
- Barrie William Roberts became a part-owner (25–50% of shares)
Companies House
2015
3 December 2015
- Changed its registered name from "Roberts Financial Consultancy Ltd"
FCA register
2009
7 December 2009
- Changed its registered name from "Barrie Roberts"
FCA register
3 April 2009
- Changed its registered name from "David Abbey & Associates"
- Stopped being an appointed representative
FCA register
18 March 2009
- Incorporated at Companies House
Companies House
In the full report: all 25 events
- All 25 events in its history (11 shown here)
- Every director appointment and resignation: 8
Firms connected to Roberts Financial Consultancy
Other FCA-listed firms that share a director, phone number or address with Roberts Financial Consultancy. A link shows who the firm is tied to, not whether either can be trusted.
- connected firms
- 2
- share a director
- 2
In the full report: all 2 connected firms, named
- How each is linked: shared directors (2)
- Who links each one: the named directors, with dates
Get the full report on Roberts Financial Consultancy
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 16 other companies its directors have run, named
- 2 background checks on its contact details
- 4 years of accounts, charted
- All 25 events in its history
- 2 connected firms, named, and who links them
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Frequently asked questions about this firm
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Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Report a scam to the FCA fca.org.uk