XY
XYZ ADVISORS LIMITED
aka Zugo Direct, XYZ ADVISORS LIMITED
Authorised FRN 1008954
About
Fully independent financial advisors in Stratford on Avon. Retirement planning, pensions, savings, investments, employee benefits, auto enrolment, business protection
Source: jjfsltd.comContact & Location
Monday9:00 AM – 5:00 PM
Tuesday9:00 AM – 5:00 PM
Wednesday9:00 AM – 5:00 PM
Thursday9:00 AM – 5:00 PM
Friday9:00 AM – 5:00 PM
SaturdayClosed
SundayClosed
Specialisms
Regulatory Information
- FRN
- 1008954
- Status
- Authorised
- Date Authorised
- 18 November 2025
- Years Authorised
- 0 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
Show all permissions
- ✓Agreeing to carry on a regulated activity
- ✓Making arrangements with a view to regulated mortgage contracts
- ✓Arranging (bringing about) regulated mortgage contracts
- ✓Advising on regulated mortgage contracts
- ✓Making arrangements with a view to transactions in investments
- ✓Arranging (bringing about) deals in investments
- ✓Advising on investments (except on Pension Transfers and Pension Opt Outs)
Companies House
- Company Number
- 11334727
- Company Status
- Active
- Incorporation Date
- 28 April 2018
- Directors
- 2
- Accounts Category
- Dormant
- Last Accounts Filed
- 30 April 2025
- SIC Codes
- 64999
Team (2)
Gurdaver Ady Basi
ApprovedCertifiedNicholas Basi
ApprovedCertified
Quick Facts
- Southam, West Midlands
- 0 years FCA-authorised
- 2 registered individuals
- 4 specialisms
- 7 FCA permissions
- CH 11334727
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Data Sources
This listing is auto-generated from publicly available data on the FCA Financial Services Register and Companies House. approval.co.uk does not endorse or recommend this adviser or firm. Verify current authorisation status at register.fca.org.uk.