ADVISER BUSINESS SOLUTIONS LIMITED

• Principal Place of Business

  2 The Old Flour Mill

  Queen Street

  Emsworth

  Hampshire

  PO10 7BT

  UNITED KINGDOM

  Phone

  +441243432430

  Web

  http://ifsnet.co.uk

• Complaints Contact

  2 The Old Flour Mill

  Queen Street

  Emsworth

  Hampshire

  PO10 7BT

  UNITED KINGDOM

  Phone

  +441243432430

• Buy-to-Let Mortgage Advice

• Buy-to-Let Mortgage Arranging

• 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

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  • · 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.

• 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 Hide limitations

  • · 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

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

• 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, Unit, Warrant

  Show 1 limitation Hide limitations

  • · 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

• Credit Brokering

• Debt Advice

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  • · This permission is limited to debt counselling with no debt management activity

• 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, Unit, Warrant

  Show 1 limitation Hide limitations

  • · 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.

• JANE Freire

  IRN JSF01048

  • CF30 Customer (25 Nov 2015 to 2 Sep 2016)
  • CF1 Director (1 Jul 2014 to 27 Jan 2017)
  • CF1 Director (AR) (23 Jul 2009 to 30 Nov 2012)
• James Grant

  IRN JXG02214

  • CF30 Customer (28 Jul 2015 to 29 Sep 2017)
• John Stuart Wallace

  IRN JXW01462

  • 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)
  • CF30 Customer (since 28 Jan 2022)
  • Appointed representative dealing with clients for which they require qualification (since 10 Dec 2021)
  • [FCA CF] Functions requiring qualifications (since 10 Dec 2021)
  • [FCA CF] Client dealing (since 10 Dec 2021)
• Jonathan Foster

  IRN JXF01375

  • CF30 Customer (1 Nov 2007 to 2 Sep 2016)
  • CF1 Director (3 Jul 2007 to 27 Jan 2017)
  • CF4 Partner (AR) (3 Jul 2007 to 27 Jan 2017)
  • CF24 Pension Transfer Specialist (8 Mar 2005 to 31 Oct 2007)
  • CF21 Investment Adviser (29 Dec 2004 to 31 Oct 2007)
  • CF22 Investment Adviser (Trainee) (20 Apr 2004 to 29 Dec 2004)
• Joseph Manuel Freire

  IRN JMF00005

  • CF1 Director (1 Jul 2014 to 27 Jan 2017)
  • CF1 Director (AR) (23 Jul 2009 to 30 Nov 2012)
  • CF30 Customer (23 Jul 2009 to 16 Dec 2010)
• Kalpesh Shah

  IRN KXS00004

  • 7. Giving personal recommendations on long-term care insurance contracts
  • 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
  • 21. Advising or arranging (bringing about) equity release transactions
  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • 11. Pension transfer specialist
  • CF30 Customer (since 3 Feb 2026)
  • Appointed representative dealing with clients for which they require qualification (since 18 Aug 2025)
  • [FCA CF] Client dealing (since 18 Aug 2025)
  • [FCA CF] Functions requiring qualifications (since 18 Aug 2025)
• Kenneth John Bannister

  IRN KJB00044

  • CF30 Customer (9 Sep 2021 to 23 Jun 2022)
  • [FCA CF] Client dealing (2 Aug 2021 to 23 Jun 2022)
  • [FCA CF] Functions requiring qualifications (2 Aug 2021 to 23 Jun 2022)
• Kevin Cull

  IRN KXC01299

  • 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
  • CF30 Customer (since 28 Jun 2021)
  • [FCA CF] Functions requiring qualifications (since 12 May 2021)
  • Appointed representative dealing with clients for which they require qualification (since 12 May 2021)
  • [FCA CF] Client dealing (since 12 May 2021)
• Kirsten Richardson

  IRN KXR01583

  • 7. Giving personal recommendations on long-term care insurance contracts
  • 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
  • 21. Advising or arranging (bringing about) equity release transactions
  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • CF30 Customer (since 24 Aug 2016)
• Lorna Manchip

  IRN LXM01294

  • 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
  • 21. Advising or arranging (bringing about) equity release transactions
  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • CF30 Customer (since 5 Jan 2011)
  • CF30 Customer (1 Nov 2007 to 30 Dec 2009)
  • CF21 Investment Adviser (9 Jan 2004 to 31 Oct 2007)
  • CF22 Investment Adviser (Trainee) (3 Apr 2003 to 9 Jan 2004)

• DMJ Associates

  FRN 468860 · Appointed 11 Jun 2007

• Tempus Financial Planning Limited (no longer appointed)

  FRN 746703 · Appointed 11 May 2016 · Until 25 Aug 2016

• JMF Private Clients Ltd (no longer appointed)

  FRN 503880 · Appointed 20 Jul 2009 · Until 30 Nov 2012

• Biscoes Financial Solutions Ltd (no longer appointed)

  FRN 453346 · Appointed 14 Jun 2006 · Until 5 Mar 2015

• AV Financial Services Ltd (no longer appointed)

  FRN 222516 · Appointed 3 Feb 2003 · Until 2 Apr 2004

• Independent Financial Solutions (no longer appointed)

  FRN 207675 · Appointed 12 Dec 2001 · Until 1 Jul 2007

No changes recorded yet.