2 Cadman Court
Morley
Leeds
LS27 0RX
Smith Robinson & Co provide Financial Advice on Protection, Investments, and Retirement Planning. We help both Corporate and Private clients meet their financial requirements by understanding individual needs. We are ‘whole of market’ in our research and have access to leading technology which enables us to ensure all options are covered before a recommendation is made.
We understand that financial matters can be complex and pride ourselves in talking in plain English so that our clients understand any solution before proceeding. We build ongoing relationships so that as clients move through their financial life, we’re there for them.
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An Appointed Representative (AR) is a firm or person who runs regulated activities and acts as an agent for a firm we directly authorise. This firm is known as the ARs 'principal'.
There must be a written contract between the principal and the AR documenting the arrangement
The principal takes full responsibility for ensuring that the AR complies with FCA rules.
Principal firms make sufficient checks on the firm or individual to ensure they are financially stable and competent.