HW Advisory Services Limited

Reference number: 935298

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Appointed representative

This firm does not hold FCA authorisation of its own. It acts under a principal firm, which is legally responsible for its regulated business.

Responsible principal firm

Hulbert West Limited Reference number: 452930 Authorised View firm →
What does this mean?
  • An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
  • HW Advisory Services Limited (FRN 935298) is an AR of Hulbert West Limited (FRN 452930). When you use HW Advisory Services's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from HW Advisory Services, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
  • Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.

Same company

This company holds another FCA record

A company can hold several FCA records, covering different parts of its business, and each one carries its own permissions and protection. The reference number you were given decides which record applies to you.

Identity

Check their details

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

Also trades as
  • Hulbert West Financial Planners

Company details

From the company's Companies House record.

Company number
12659210
Company status
Active
Company type
Private limited company
Incorporated
10 June 2020 (6 years old)
Registered office
8 St Mary's Court, Carleton Forehoe, Norwich, NR9 4AL, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)

Current directors and secretaries

Name Role Born Appointed
Simon Nicholas West Director Feb 1973 10 Jun 2020
David Richard Adderson Director May 1982 3 Aug 2020
Lee James Foulger Director Sep 1982 15 Mar 2025

Check on the FCA register → Report a scam →

Activities and protection

What they can do, and how you are protected

  • Protection through the principal firm
    Protection works through Hulbert West Limited, the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.

Complaints: You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

Track record

FCA actions and complaints

No FCA disciplinary action, and no complaints recorded with the Ombudsman.

Names it no longer trades under

This firm has retired one trading name. If you were contacted under one of these, the name did belong to this firm, but check the current details above before going ahead.

Show the retired name
  • Hulbert West Financial Advisers

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Common questions

Frequently asked questions

Is HW Advisory Services Limited FCA authorised?
HW Advisory Services Limited (FRN 935298) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does appointed representative mean for HW Advisory Services?
An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct. HW Advisory Services Limited (FRN 935298) is an AR of Hulbert West Limited (FRN 452930). When you use HW Advisory Services's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from HW Advisory Services, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances. Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.
Is my money safe with HW Advisory Services?
Protection works through Hulbert West Limited, the principal firm responsible for HW Advisory Services's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Is HW Advisory Services a scam or clone?
HW Advisory Services is a genuine FCA-listed firm. However, scammers sometimes clone authorised firms. Always check that the contact details you were given match those on the FCA register before sending money or sharing information.
What is HW Advisory Services's Firm Reference Number (FRN)?
HW Advisory Services's FRN is 935298. You can verify it on the FCA register.