HLB Financial Services Limited
Reference number: 207576
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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 24 years
- Protected through the principal
- No FCA actions
- Active company since 1996
- Accounts filed up to 31 March 2026
Responsible principal firm
Greystone Financial Services Limited Reference number: 154622 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.
- HLB Financial Services Limited (FRN 207576) is an AR of Greystone Financial Services Limited (FRN 154622). When you use HLB Financial Services's services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from HLB Financial 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.
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
Foundation House, Scott Drive, Altrincham, Cheshire, WA15 8AB, United Kingdom
In the full report: 3 background checks
- When greystonefs.co.uk first appeared online, and whether it can receive email
- What kind of line 0161 927 7222 is, and the 4 other firms that give it
- Who else gives the postcode WA15 8AB
Other names (1)
If you were contacted under any of these names, it is this firm.
- Hall Livesey Brown Limited Former name: A name it was registered under before.
FCA permissions and consumer protection
- Protection through the principal firmProtection works through Greystone Financial Services 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 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
- 03162336 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 21 February 1996 (30 years old)
- Registered office
- Hlb House, 68 High Street, Tarporley, Cheshire, CW6 0AT
- Nature of business
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- Financial intermediation not elsewhere classified (SIC 64999)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Anne Elizabeth Wilkes | Director | Jun 1978 | 17 Oct 2012 | 3 other companies |
| Nicola Carter | Director | Apr 1987 | 20 Sep 2017 | 1 other company |
| Neil Alexander | Director | Aug 1961 | 9 Jan 2023 | 13 other companies |
Other companies run by these 3 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
- 16
- closed down
- 5
- went insolvent
- 1
In the full report: all 16 companies, named
- What each company does, and whether it is still trading
- Which of these 3 directors sit on each board, and since when
- The one that went into liquidation or administration
- The 4 on the FCA register
- The 1 company these 3 directors run together
- All 21 people who have ever been directors, with their dates
Filed accounts and finances
Net assets
£72.4k
−35% from £111k
Owed within a year
£86.9k
−9.5% from £96.1k
Net assets
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 03162336. Figures are exactly as filed; nothing is estimated.
Key dates in its history
HLB Financial Services’s history from the FCA register and Companies House, newest first.
2024
26 June 2024
- Elizabeth Anne Pritchard stopped being a part-owner
- Nicola Carter became a part-owner (25–50% of shares)
Companies House
2016
6 April 2016
- Anne Elizabeth Wilkes became a part-owner (25–50% of shares)
- Elizabeth Anne Pritchard became a part-owner (25–50% of shares)
- Greystone Financial Services Limited became a part-owner (25–50% of shares)
Companies House
2002
20 June 2002
- Changed its registered name from "Hall Livesey Brown Limited"
FCA register
2001
7 December 2001
- Became an appointed representative
FCA register
1996
21 February 1996
- Incorporated at Companies House
Companies House
In the full report: all 43 events
- All 43 events in its history (8 shown here)
- Every director appointment and resignation: 35
Firms connected to HLB Financial Services
Other FCA-listed firms that share a director, phone number or address with HLB Financial Services. A link shows who the firm is tied to, not whether either can be trusted.
- connected firms
- 4
- share a director
- 3
- share its phone number
- 4
In the full report: all 4 connected firms, named
- How each is linked: shared directors (3), the same phone number (4), the same postcode (4)
- Who links each one: the named directors, with dates
- 1 past link through former directors
Firms like HLB Financial Services
Other firms of the same type (financial adviser), nearest first.
In Altrincham
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 HLB Financial Services
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 16 other companies its directors have run, named
- 3 background checks on its contact details
- 7 years of accounts, charted
- All 43 events in its history
- 4 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