Regulatory Information

The Roberts Partnership is authorised and regulated by the Financial Services Authority.

To help you find out more, we have provided you with access to regulatory documents summarising Key Facts about our Fees and Services, as well as a specimen Client Agreement.

Please note that as part of an initial meeting and on becoming a client of The Roberts Partnership, we will take time to explain our services, fees and other relevant regulatory information to you in a transparent and straightforward manner.