ADVISER SERVICES HOLDINGS LIMITED

• ◆

  1 PSC ceased in last 24 months

  Significant control changed hands — see the Ownership section.

1. ADVISER SERVICES HOLDINGS LIMITED 2020-01-06 → present
2. ADVISER SERVICES HOLDCO LIMITED 2019-05-22 → 2020-01-06

Values shown as filed in the company's annual accounts. — indicates the figure wasn't present under that line item in that period. About these numbers

Accounting basis

FRS 102

Reporting scope

Consolidated group

Auditor

Azets Audit Services

Audit opinion

Unqualified (clean)

Going concern

Affirmed

“In auditing the financial statements, we have concluded that the directors' use of the going concern basis of accounting in the preparation of the financial statements is appropriate. Based on the work we have performed, we have not identified any material uncertainties relating to events or conditions that, individually or collectively, may cast significant doubt on the group's and parent company's ability to continue as a going concern for a period of at least twelve months from when the financial statements are authorised for issue.”

Group structure

1. ADVISER SERVICES HOLDINGS LIMITED · parent
   1. Lyncombe Consultants Limited 100% · UK
   2. Rockhold Investments Limited 100% · UK
   3. Sense Adviser Services Limited 100% · UK
   4. Sense Network Limited 100% · UK
   5. Sense Support Limited 100% · UK
   6. Rockhold Asset Management Limited 100% · UK
   7. Friarsgate Financial Planning Limited 100% · UK
   8. North Financial Planning Limited 100% · UK
   9. Sheafmoor Money Management Limited 100% · UK
   10. Richard Armitage Wealth Management South West Limited 100% · UK
   11. Hancock Associates Limited 100% · UK
   12. Lync Wealth Limited 100% · UK
   13. Lync Wealth Management Limited 100% · UK
   14. Bright Star Wealth Ltd 100% · UK
   15. Hanson Assured Ltd 100% · UK
   16. Adviser Services Holdings Wealth Management Limited 100% · UK

Significant events

• “In 2023, the group made five acquisitions: Friarsgate Financial Planning Limited, North Financial Planning Limited, Sheafmoor Money Management Limited, Hancock Associates Limited and Richard Armitage Wealth Management South West Limited.”
• “In 2024, the group made two further acquisitions: Hanson Assured Limited and Bright Star Wealth Limited.”
• “Post year end (31 December 2024), the trade and assets of entities acquired during 2023 and 2024 were disposed of, though they remain within the network firms.”
• “Rockhold Asset Management, established in 2021 as the group's asset management platform, was disposed of post year-end (March 2025).”
• “In March 2025, the company carried out a group restructure, with a new holding company, Adviser Services Group Holdings Limited, acquiring 100% of the Ordinary share capital of Adviser Services Holdings Limited by way of share-for-share exchange.”
• “As part of this restructure, the group also disposed of its investment in Rockhold Asset Management Limited, and the trade and assets of several recently acquired subsidiaries (Bright Star Wealth Limited, Friarsgate Financial Planning Limited, Hancock Associates Limited, Hanson Assured Ltd, North Financial Planning Limited, Richard Armitage Wealth Management South West Limited and Sheafmoor Money Management Limited) which had previously been hived into fellow group members Sense Network Limited and Lyncombe Consultants Limited immediately after their respective acquisitions in 2023 and 2024.”

Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers

Filings

4

last 12 months

Capital events

5

last 24 months

Officers appointed

0

last 12 months

Officers resigned

1

last 12 months

Direct counts from the register. No score, no rating — see the Filing timeline for the underlying events.

• Turnover

  —

  Not reported

• Cash

  -15%

  £714,894 → £607,345

• Net assets

  -172.9%

  £2,565,596 → -£1,869,667

  lowest in 4 filed years

• Employees

  +24.6%

  69 → 86

  highest in 4 filed years

• Wages

  +9.7%

  £2,965,244 → £3,252,192

  highest in 4 filed years

Each % is (latest − prior) ÷ |prior| for the line item as filed. Periods don't have to be exactly 12 months apart — a long or short period (typical around incorporation or year-end changes) will distort the comparison. Lines a company doesn't report are omitted. About these numbers