Advanced Financial Strategies Ltd
Reference number: 513044
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Appointed representative
This firm does not hold FCA authorisation of its own, and acts under a principal firm, which is legally responsible for its regulated business.
- Appointed for 16 years
- Protected through the principal
- No FCA actions
- Active company since 2006
- Accounts filed up to 31 May 2026
- 1 thing worth a closer look in the background checks
Responsible principal firm
St. James's Place Wealth Management Plc Reference number: 195351 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.
- Advanced Financial Strategies Ltd (FRN 513044) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Advanced Financial Strategies's services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from Advanced Financial Strategies, 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.
Website, phone number and address
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.
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Phone number
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Address
15 Glasgow Road, Paisley, Renfrewshire, PA1 3QS, United Kingdom
In the full report: 3 background checks, 1 thing worth a closer look
- When advancedfinancialstrategies.co.uk first appeared online, and whether it can receive email
- What kind of line 0141 535 3120 is
- Who else gives the postcode PA1 3QS
FCA permissions and consumer protection
- Protection through the principal firmProtection works through St. James's Place Wealth Management PLC, 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 Ombudsman, freeYou can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
FCA disciplinary action and complaints
No FCA disciplinary action.
The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.
Companies House record
The company behind the firm: its status, age, registered office and directors.
- Company name
- ADVANCED FINANCIAL STRATEGIES LIMITED
- Company number
- SC303141 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 30 May 2006 (20 years old)
- Registered office
- 15 Glasgow Road, Paisley, PA1 3QS, Scotland
- Nature of business
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- Life insurance (SIC 65110)
- Life reinsurance (SIC 65201)
- Pension funding (SIC 65300)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Anne Clark | Director | Jul 1961 | 30 May 2006 | 2 other companies |
| Kenneth Stuart Morrison | Director | Aug 1960 | 9 Oct 2008 | 4 other companies |
Other companies run by these 2 directors
A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.
- other companies
- 4
- closed down
- 4
- run together
- 2
In the full report: all 4 companies, named
- What each company does, and whether it is still trading
- Which of these 2 directors sit on each board, and since when
- Any that went into liquidation or administration
- The 2 companies these 2 directors run together
Filed accounts and finances
Net assets
£10.7k
−18% from £13.0k
Cash at bank
£93.3k
−21% from £118k
Employees (average)
0
−100% from 3
Owed within a year
£115k
−28% from £159k
Assets and liabilities
In the full report: all 7 years of accounts
- Every year from 2020 to 2026
- The chart, over every year
- Every filed figure, year by year
About these figures
- Turnover
- Money taken from sales in the year, before any costs.
- Profit before tax
- What was left after the year’s costs, before corporation tax. A minus figure is a loss.
- Net assets, or total equity
- Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
- Total assets and total liabilities
- Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
- Cash at bank
- Money in the company’s accounts on the last day of the year.
- Owed within a year, owed after a year
- Debts and bills due in the next twelve months, and those due later.
There is no turnover or profit: small companies do not have to publish them.
Accounts filed at Companies House for company SC303141. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.
Key dates in its history
Advanced Financial Strategies’s history from the FCA register and Companies House, newest first.
2021
13 April 2021
- Anne Clark became a part-owner (25–50% of shares)
Companies House
2017
30 May 2017
- Kenneth Stuart Morrison became the majority owner (50–75% of shares)
Companies House
2009
19 November 2009
- Became an appointed representative
FCA register
2008
9 October 2008
- Kenneth Stuart Morrison appointed as a director
Companies House
2006
30 May 2006
- Incorporated at Companies House
- Anne Clark appointed as a director
Companies House
Director appointments and resignations, and trading names, appear under All events.
Firms connected to Advanced Financial Strategies
Other FCA-listed firms that share a director, phone number or address with Advanced Financial Strategies. A link shows who the firm is tied to, not whether either can be trusted.
- connected firms
- 2
- share its postcode
- 2
In the full report: all 2 connected firms, named
- How each is linked: the same postcode (2)
- Who links each one: the named directors, with dates
Firms like Advanced Financial Strategies
Other firms of the same type (financial adviser), nearest first.
In Paisley
Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.
Get the full report on Advanced Financial Strategies
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 4 other companies its directors have run, named
- 3 background checks on its contact details, 1 flagged
- 7 years of accounts, charted
- All 6 events in its history
- 2 connected firms, named, and who links them
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Frequently asked questions about this firm
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Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk