Acer Consultancy Services Ltd

Date authorised
1 November 2016
Companies House
09236838
Last scraped
1 week ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    46 Camden Road
    London
    NW1 9DR
    UNITED KINGDOM
    Phone
    +442039578996
    Web
    https://www.acerwealthmanagement.co.uk

  • Complaints Contact

    A S V S H Accountancy Services Ltd
    46 Camden Road
    London
    Camden
    NW1 9DR
    UNITED KINGDOM
    Phone
    +442039578996

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • Buy-to-Let Mortgage Advice

  • Buy-to-Let Mortgage Arranging

  • P2P Lending Advice

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance)

  • Pension Transfer Advice

    For Professional, Retail (Investment), Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Stakeholder pension scheme, Unit

    Show 2 limitations
    • · This activity is limited to the provision of advice in relation to the conversion or transfer of benefits from: i) pension policies with a Guaranteed Annuity Rate (for the avoidance of doubt, this includes policies which are retirement annuity contracts with a minimum guaranteed income, where that income satisfies limb (b) of the Glossary definition of Guaranteed Annuity Rate); ii) defined contribution occupational schemes without safeguarded benefits.
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

  • Equity Release Advice

    For Customer, Home reversion plans

  • Investment Advice (no pensions)

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

  • Mortgage Advice

    For Customer, Regulated mortgage contract

  • Authorised to Operate

    Show 1 limitation
    • · The firm can only agree to carry on the regulated activities specified in this Notice.

  • Equity Release Arranging

    For Customer, Home reversion plans

  • Arranges Investments

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

  • Mortgage Arranging

    For Customer, Regulated mortgage contract

  • Buy-to-Let Start Date

  • Buy-to-Let Status

  • Equity Release Setup

    For Customer, Home reversion plans

  • Mortgage Setup

    For Customer, Regulated mortgage contract

  • Investment Setup

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Anne Hill St Ives

    IRN AHS00005

    • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 14. Managing investments
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 9A. Advising on P2P agreements
    • 10. Broker fund adviser
    • Appointed representative dealing with clients for which they require qualification (since 17 Jan 2020)
    • [FCA CF] Client dealing (since 17 Jan 2020)
    • [FCA CF] Functions requiring qualifications (since 17 Jan 2020)
    • CF30 Customer (since 18 Oct 2019)
  • Arvind Kohli

    IRN AXK01563

    • 9A. Advising on P2P agreements
    • 10. Broker fund adviser
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 8. Giving personal recommendations on investments in the course of corporate finance business
    • [FCA CF] Material risk taker (since 17 Jan 2020)
    • [FCA CF] Manager of certification employee (since 17 Jan 2020)
    • [FCA CF] Functions requiring qualifications (since 17 Jan 2020)
    • [FCA CF] Client dealing (since 17 Jan 2020)
    • [FCA CF] Significant management (since 17 Jan 2020)
    • SMF17 Money Laundering Reporting Officer (MLRO) (since 9 Dec 2019)
    • SMF3 Executive Director (since 9 Dec 2019)
    • SMF16 Compliance Oversight (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • Responsibility for MCD Intermediation (since 1 Nov 2016)
    • CF1 Director (1 Nov 2016 to 8 Dec 2019)
    • CF11 Money Laundering Reporting (1 Nov 2016 to 8 Dec 2019)
    • CF10 Compliance Oversight (1 Nov 2016 to 8 Dec 2019)
    • CF30 Customer (1 Nov 2016 to 8 Dec 2019)
    • Responsible for Insurance Mediation (1 Nov 2016 to 30 Sep 2018)
  • Bijay Giri

    IRN BXG00058

    • [FCA CF] Client dealing (24 Feb 2021 to 24 Mar 2026)
    • [FCA CF] Functions requiring qualifications (24 Feb 2021 to 24 Mar 2026)
  • Gopal Krishan

    IRN GXK01604

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • CF1 Director (AR) (since 4 Sep 2024)
    • CF30 Customer (since 4 Sep 2024)
    • [FCA CF] Functions requiring qualifications (since 5 Jul 2024)
    • [FCA CF] Client dealing (since 5 Jul 2024)
  • Howard William Woolley

    IRN HXW23116

    • [FCA CF] Functions requiring qualifications (1 Jun 2020 to 23 Mar 2021)
    • [FCA CF] Client dealing (17 Jan 2020 to 23 Mar 2020)
  • Jit Ghale

    IRN JXG00219

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • Narendra Rai

    IRN NXR00294

    • CF30 Customer (since 17 Feb 2026)
    • CF1 Director (AR) (since 17 Feb 2026)
    • [FCA CF] Functions requiring qualifications (17 Feb 2026 to 31 Mar 2026)
    • [FCA CF] Client dealing (17 Feb 2026 to 31 Mar 2026)
  • Pan Ei Khaing

    IRN PXK19778

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 1 Sep 2023)
    • [FCA CF] Client dealing (since 1 Sep 2023)
    • [FCA CF] Manager of certification employee (since 1 Sep 2023)
    • [FCA CF] Manager of certification employee (9 Dec 2019 to 29 Nov 2022)
    • [FCA CF] Client dealing (9 Dec 2019 to 29 Nov 2022)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 29 Nov 2022)
    • CF30 Customer (6 Sep 2019 to 8 Dec 2019)
  • Penelope Jane Driffill

    IRN PJD00055

    • CF1 Director (AR) (11 Mar 2020 to 20 Mar 2020)
    • [FCA CF] Functions requiring qualifications (2 Mar 2020 to 23 Mar 2020)
    • Appointed representative dealing with clients for which they require qualification (2 Mar 2020 to 23 Mar 2020)
    • [FCA CF] Client dealing (2 Mar 2020 to 23 Mar 2020)
  • Priya Kainth

    IRN PXK23254

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • CF30 Customer (since 14 Jul 2024)
    • CF1 Director (AR) (since 14 Jul 2024)
    • [FCA CF] Client dealing (since 12 Jun 2024)
    • [FCA CF] Functions requiring qualifications (since 12 Jun 2024)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

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Recent activity

Updates to this firm's record on the FCA register.

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