Authorised by the FCA
This firm is on the FCA register and authorised to carry out regulated activities.
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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Phone number
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Address
C/O Blick Rothenberg Ltd, 16 Great Queen Street, Covent Garden, London, WC2B 5AH, United Kingdom
In the full report: 2 background checks
- What kind of line 020 7318 8888 is
- Who else gives the postcode WC2B 5AH
Other names (2)
If you were contacted under any of these names, it is this firm.
- Robertson Robey Associates LLP Former name: A name it was registered under before.
- Schlappin Associates LLP Former name: A name it was registered under before.
FCA permissions and consumer protection
- Give regulated advice FSCS may applyA 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 applyEligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
- Complaints Ombudsman, freeYou can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (4 permissions)
- Advising on investments (except on Pension Transfers and Pension Opt Outs)
- Advising on P2P agreements
- Arranging (bringing about) deals in investments
- Making arrangements with a view to transactions in investments
Limits on what they may do
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Corporate finance business only.
The firm must not conduct designated investment business other than corporate finance business.
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
- OC312446 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Limited liability partnership
- Incorporated
- 30 March 2005 (21 years old)
- Registered office
- 16 Great Queen Street, Covent Garden, London, WC2B 5AH, United Kingdom
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Simon Manwaring Robertson (Sir) | LLP designated member | Mar 1941 | 30 Mar 2005 | 4 other companies |
| Timothy Peter Wise | LLP designated member | Mar 1961 | 8 Feb 2017 | 6 other companies |
Other companies run by these 2 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
- 10
- closed down
- 3
- went insolvent
- 1
In the full report: all 10 companies, named
- What each company does, and whether it is still trading
- Which of these 2 directors sit on each board, and since when
- The one that went into liquidation or administration
- The 3 on the FCA register
- All 6 people who have ever been directors, with their dates
Filed accounts and finances
Turnover
£735k
+5.9% from £694k
Profit before tax
£90.2k
Not compared: the previous accounts cover a different length of time
Net assets
£490k
−57% from £1.15m
Cash at bank
£367k
−65% from £1.06m
Turnover
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 OC312446. Figures are exactly as filed; nothing is estimated.
Key dates in its history
Simon Robertson Associates’s history from the FCA register and Companies House, newest first.
2017
8 February 2017
- Timothy Peter Wise became a part-owner (25–50% of shares)
Companies House
2016
6 April 2016
- Simon Manwaring Robertson became a part-owner (25–50% of shares)
Companies House
2014
7 April 2014
- Changed its registered name from "Robertson Robey Associates LLP"
FCA register
2013
1 April 2013
- Regulated by the FCA from this date
FCA register · Companies House
17 January 2013
- Changed its registered name from "Simon Robertson Associates LLP"
FCA register
2005
22 August 2005
- Changed its registered name from "Schlappin Associates LLP"
FCA register
25 July 2005
- Regulated by the Financial Services Authority from this date
- FCA imposed a requirement (Corporate finance business only.)
- Became authorised by the FCA
FCA register
30 March 2005
- Incorporated at Companies House
Companies House
In the full report: all 21 events
- All 21 events in its history (10 shown here)
- Every director appointment and resignation: 8
Firms connected to Simon Robertson Associates
Other FCA-listed firms that share a director, phone number or address with Simon Robertson Associates. A link shows who the firm is tied to, not whether either can be trusted.
- past links
- 3
In the full report: all 0 connected firms, named
- 3 past links through former directors
Firms like Simon Robertson Associates
Other firms of the same type (financial adviser), nearest first.
In London
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 Simon Robertson Associates
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 10 other companies its directors have run, named
- 2 background checks on its contact details
- All 21 events in its history
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Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Check your FSCS cover fscs.org.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk