UK Independent. Sourced. Primary. · Est. 2024

David Roberts & Partners (Insurance Brokers) Limited | Insurance Brokers | Southport | Est. 1977

David Roberts & Partners (Insurance Brokers) Limited is a insurance brokers registered in Southport, established 1977. View company details, send a free enquiry and verify FCA status. Kaeltripton Financial Index.

Financial IndexInsurance Broker Index › David Roberts & Partners (Insurance Brokers) Limited

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David Roberts & Partners (Insurance Brokers) Limited

Insurance Brokers · Southport, Preston · Est. 1977

49 years
Active Trading
Active
CH Status
01329408
Company No
2024
Accounts to

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Company Registration Details

Registered company nameDavid Roberts & Partners (Insurance Brokers) Limited
Companies House number01329408 →
Company typePrivate Limited Company (Ltd)
Registered addressChancery House Slaidburn Crescent, PR9 9YF
City / RegionSouthport, Preston
Date incorporated1977
Years trading49 years
CH statusActive
SpecialismRecorded activity: 65120
Index statusClaim this listing →

About David Roberts & Partners (Insurance Brokers) Limited

Established in 1977, David Roberts & Partners (Insurance Brokers) Limited has over 49 years of trading history, placing it among the more experienced firms in its sector. This longevity reflects sustained client confidence and a track record of adapting to the evolving UK regulatory and market environment.

Preston accounts for 6 of the 639 insurance brokers tracked on this index.

Before instructing, confirm live FCA permissions on the register, especially in intermediary chains.

What Insurance Brokers Do

An insurance broker acts for the client rather than the insurer, comparing cover across multiple underwriters. For business risks such as professional indemnity or fleet, the broker's underwriter relationships shape the outcome.

The service is advisory, which brings suitability duties a price-comparison journey does not carry.

How to Choose the Right Insurance Broker

Specialisation matters: firms concentrate in classes of business, and depth in your class predicts the outcome. Ask how claims are supported: advocacy at claim stage is where broking proves its value.

Remuneration is usually insurer-paid commission, sometimes alongside a disclosed client fee.

Frequently Asked Questions

What is the difference between an insurance broker and a comparison website?
A comparison site retrieves quotes from the answers you type; a broker assesses the risk itself, advises on cover levels and exclusions, and takes responsibility for the recommendation, which matters most on non-standard or commercial risks.
Do I need to use an FCA-regulated insurance broker?
Anyone arranging insurance for clients in the UK must hold FCA authorisation, so an unregulated intermediary should not be arranging your cover at all. Check any firm's status on the Financial Services Register before proceeding.
How are insurance brokers paid?
Most placements carry insurer-paid commission inside the premium; some firms charge fees as well. Either way, disclosure is a regulatory obligation, request it in writing.
What should I bring to a first meeting with an insurance broker?
For personal cover: current policy documents, five years of claims history, and details of what you are insuring. For commercial: company details, turnover, existing schedules and claims experience, plus anything unusual about the risk.
Can an insurance broker help me if my claim is rejected?
Yes, claims advocacy is core to the service: the firm can review the insurer's reasoning, challenge the decision with policy-wording arguments, and escalate to the Financial Ombudsman Service where appropriate.

Other Insurance Brokers in Southport

Lloyd Bolam Insurance Brokers LtdSouthport · Est. 1997View →
Southport Insurance Brokers LimitedSouthport · Est. 1965View →
Dover Street Insurance Brokers LimitedSouthport · Est. 2016View →

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Important notice: The information on this page is drawn from the Companies House public register. Kaeltripton.com operates as an independent directory and has no affiliation with David Roberts & Partners (Insurance Brokers) Limited or any firm listed. This page does not constitute financial advice. Always verify a firm's regulatory status on the FCA Register at register.fca.org.uk and its Companies House status at companieshouse.gov.uk before entering into any arrangement.

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