XYZ ADVISORS LIMITED

Date authorised
18 November 2025
Companies House
11334727
Last scraped
5 days ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Grineaux Accountants Ltd
    20 Market Hill
    Southam
    Warwickshire
    CV47 0HF
    UNITED KINGDOM
    Phone
    +447922695565
    Web
    https://www.xyzadvisors.co.uk

  • Complaints Contact

    Grineaux Accountants Ltd
    20 Market Hill
    Southam
    Warwickshire
    CV47 0HF
    UNITED KINGDOM
    Phone
    +447922695565

What this firm is allowed to do

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

  • 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

    Show 2 limitations
    • · Firm is not permitted to carry on this activity in relation to lifetime mortgages
    • · Firm is permitted to carry on this activity in relation to first charge mortgages only

  • Authorised to Operate

    Show 1 limitation
    • · 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, 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

    Show 2 limitations
    • · Firm is permitted to carry on this activity in relation to first charge mortgages only
    • · Firm is not permitted to carry on this activity in relation to lifetime mortgages

  • 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.

  • Gurdaver Ady Basi

    IRN GAB01091

    • 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] Client dealing (since 12 Jan 2026)
    • [FCA CF] Functions requiring qualifications (since 12 Jan 2026)
    • SMF3 Executive Director (since 18 Nov 2025)
  • Nicholas Basi

    IRN NXB01604

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Client dealing (since 8 Jan 2026)
    • [FCA CF] Manager of certification employee (since 7 Jan 2026)
    • [FCA CF] Functions requiring qualifications (since 7 Jan 2026)
    • SMF16 Compliance Oversight (since 18 Nov 2025)
    • SMF17 Money Laundering Reporting Officer (MLRO) (since 18 Nov 2025)
    • SMF3 Executive Director (since 18 Nov 2025)
    • Responsibility for MCD Intermediation (since 18 Nov 2025)
    • Responsible for Insurance Distribution (since 18 Nov 2025)

Recent activity

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

No changes recorded yet.