Roberts Keen Independent Financial Advisers Limited: FCA regulated?

Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Authorised for 10 years
Your funds are protected by FSCS
No FCA actions
Active company since 2013
Accounts filed up to 31 March 2026

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.

Website

robertskeen.co.uk (opens in a new tab)
Phone number

07962 223697
Address

Brynhyfryd, 5 Llandeilo Road, Gorslas, Llanelli, Carmarthenshire, SA14 7LL, United Kingdom

In the full report: 3 background checks

When robertskeen.co.uk first appeared online, and whether it can receive email
What kind of line 07962 223697 is
Who else gives the postcode SA14 7LL

FCA permissions and consumer protection

Give regulated advice FSCS may apply
A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
Manage or trade investments FSCS may apply
Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
Advise on or arrange mortgages FSCS may apply
Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
Lend or arrange credit No FSCS cover
Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
Complaints Ombudsman, free
You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

Show FCA detail (11 permissions)

Acting as a CBTL advisor
Acting as a CBTL arranger
Advising on investments (except on Pension Transfers and Pension Opt Outs)
Advising on Pension Transfers and Pension Opt Outs
Advising on regulated mortgage contracts
Arranging (bringing about) deals in investments
Arranging (bringing about) regulated mortgage contracts
Credit Broking
Debt-counselling
Making arrangements with a view to regulated mortgage contracts
Making arrangements with a view to transactions in investments

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: 08425333 (opens Companies House in a new tab)
Company status: Active
Company type: Private limited company
Incorporated: 1 March 2013 (13 years old)
Registered office: Brynhyfryd 5 Llandeilo Road, Gorslas, Llanelli, SA14 7LL, Wales
Nature of business: Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name	Role	Born	Appointed	Other companies
Lindsay John Roberts	Director	Dec 1975	1 Mar 2013	1 other company
Matthew Jonathan Keen	Director	May 1983	10 Oct 2016	1 other company
Paul Edward Gilbertson	Director	Sep 1973	1 Apr 2023	1 other company

Other companies run by these 3 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: 3
closed down: 2
still active: 1

In the full report: all 3 companies, named

What each company does, and whether it is still trading
Which of these 3 directors sit on each board, and since when
Any that went into liquidation or administration

Filed accounts and finances

Year to 31 March 2026Abridged accountsNot audited

Net assets

£144k

+225% from £44.3k

Cash at bank

£3,128

−91% from £35.8k

Employees (average)

3

Same as 3

Owed within a year

£16.7k

−43% from £29.3k

Assets and liabilities

In the full report: all 7 years of accounts

Every year from 2020 to 2026
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.

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

Accounts filed at Companies House for company 08425333. 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

This firm’s history from the FCA register and Companies House, newest first.

Key events (6) All events (11)

2026

1 July 2026

Paul Gilbertson became a part-owner (25–50% of shares)

Companies House

2016

10 October 2016

Lindsay John Roberts became a part-owner (25–50% of shares)
Matthew Jonathan Keen became a part-owner (25–50% of shares)
Regulated by the FCA from this date
Became authorised by the FCA

Companies House · FCA register

2013

1 March 2013

Incorporated at Companies House

Companies House

In the full report: all 11 events

All 11 events in its history (6 shown here)
Every director appointment and resignation: 3

Similar firms

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

In Llanelli

Amber Solutions Financial Planning LLPLlanelliAuthorised Arian Financial Planning LtdLlanelliAuthorised Aurum Wealth LLPLlanelliAuthorised Carnwyllon Wealth Management LimitedLlanelliAuthorised MPFS Wealth Management LimitedLlanelliAuthorised Allistair ReynoldsLlanelliAppointed representative

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 this firm

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

3 other companies its directors have run, named
3 background checks on its contact details
7 years of accounts, charted
All 11 events in its history

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Frequently asked questions about this firm

Is Roberts Keen Independent Financial Advisers Limited FCA authorised?

Yes, Roberts Keen Independent Financial Advisers Limited (FRN 737641) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since October 2016 and works as a financial adviser. The FCA has placed no limits on its permissions.

What is Roberts Keen Independent Financial Advisers’ phone number and website?

The FCA register lists the phone number 07962 223697 and the website robertskeen.co.uk for Roberts Keen Independent Financial Advisers. If you were given different contact details, use these to check with the firm before going any further.

Is Roberts Keen Independent Financial Advisers a scam or clone?

Roberts Keen Independent Financial Advisers 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 Roberts Keen Independent Financial Advisers?

Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Roberts Keen Independent Financial Advisers to the Financial Ombudsman Service, free of charge.

Who owns Roberts Keen Independent Financial Advisers?

Companies House lists 3 people with significant control of Roberts Keen Independent Financial Advisers: Mr Paul Gilbertson (25–50% of shares), Mr Lindsay John Roberts (25–50% of shares) and Mr Matthew Jonathan Keen (25–50% of shares).

Who runs Roberts Keen Independent Financial Advisers?

Companies House lists 3 directors of Roberts Keen Independent Financial Advisers: Lindsay John Roberts, Matthew Jonathan Keen and Paul Edward Gilbertson.

How long has Roberts Keen Independent Financial Advisers been in business?

The company was formed on 1 March 2013, and has held its current FCA authorisation since October 2016.

What do Roberts Keen Independent Financial Advisers’ latest accounts show?

Its latest accounts, to 31 March 2026, show net assets of £144k (+225% from £44.3k) and cash at bank of £3,128 (−91% from £35.8k).