Introducer appointed representative
This firm can only introduce you to its principal, and cannot give financial advice, recommend products, or arrange deals alone.
- Appointed for 2 years
- Protected through the principal
- No FCA actions
- Active company since 2018
- Accounts filed up to 31 August 2025
Responsible principal firm
St. James's Place Wealth Management Plc Reference number: 195351 View firm →What does this mean?
- An introducer appointed representative can only pass your details to its principal firm. It cannot recommend products, give financial advice, or arrange deals on its own.
- AVS Financial Services Limited (FRN 1015939) introduces customers to St. James's Place Wealth Management Plc (FRN 195351). Any regulated advice or arranging is done by the principal, not AVS Financial Services.
- Example: if AVS Financial Services refers you to a financial adviser, the advice should come from the principal firm, not from AVS Financial Services itself.
- 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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No website on the FCA register
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Phone number
-
Address
Moorgate House, Silbury Boulevard, Milton Keynes, MK9 1LZ, United Kingdom
In the full report: 2 background checks
- What kind of line 07714 743853 is
- Who else gives the postcode MK9 1LZ
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 number
- 11681505 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 16 November 2018 (7 years old)
- Registered office
- Suite 14, 548-550 Elder House Elder Gate, Milton Keynes, MK9 1LR, England
- Nature of business
-
- Financial intermediation not elsewhere classified (SIC 64999)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Wojciech Symonowicz | Director | Sep 1987 | 16 Nov 2018 | 1 other company |
| Agnieszka Bernadeta Symonowicz | Director | Jul 1987 | 17 Dec 2025 | None |
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 company
- 1
- still active
- 1
- is FCA-registered
- 1
In the full report: all 1 company, 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 one on the FCA register
- All 3 people who have ever been directors, with their dates
Filed accounts and finances
Net assets
£86.4k
+12% from £76.9k
Cash at bank
£78.1k
+8.6% from £71.9k
Employees (average)
6
Same as 6
Assets and liabilities
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 11681505. 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
AVS Financial Services’s history from the FCA register and Companies House, newest first.
2025
17 December 2025
- Agnieszka Bernadeta Symonowicz became a part-owner (25–50% of shares)
Companies House
16 December 2025
- Agnieszka Bernadeta Symonowicz gave up control
Companies House
2024
24 June 2024
- Became an introducer appointed representative
FCA register
2020
13 May 2020
- Agnieszka Bernadeta Symonowicz took control (75–100% of shares)
Companies House
2018
16 November 2018
- Incorporated at Companies House
- Wojciech Symonowicz took control (75–100% of shares)
Companies House
In the full report: all 10 events
- All 10 events in its history (6 shown here)
- Every director appointment and resignation: 4
Firms connected to AVS Financial Services
Other FCA-listed firms that share a director, phone number or address with AVS Financial Services. A link shows who the firm is tied to, not whether either can be trusted.
- connected firms
- 2
- share a director
- 1
- share its postcode
- 1
In the full report: all 2 connected firms, named
- How each is linked: shared directors (1), the same postcode (1)
- Who links each one: the named directors, with dates
Firms like AVS Financial Services
Other firms of the same type (financial adviser), nearest first.
In Milton Keynes
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 AVS Financial Services
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 1 other company its directors have run, named
- 2 background checks on its contact details
- All 10 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