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Adviser Services Group Holdings Limited investment portfolio

Adviser Services Group Holdings Limited has made numerous investments in companies such as Tatton Financial Planning, Adviser Services Holdings, and Bright Star Wealth within the Fintech & Financial Services sector.

Portfolio
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Team
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Portfolio (4)

CompanySectorCitySourceLast confirmed on
Adviser Services Holdings Limited
Adviser Services Holdings Limited provides financial‑services support to UK financial planners, offering adviser development, compliance, business development and investment‑solution services through its group of companies such as Lyncombe Consultants, Rockhold Asset Management, Sense Network and Lync Wealth Management.
Fintech & Financial ServicesKnutsfordConfirmed2026-04-29
Bright Star Wealth LtdFintech & Financial ServicesKnutsfordConfirmed2026-02-16

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Shareholding changes (3)

Adviser Services Group Holdings Limited's positions across portfolio companies
2026
2025

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Ownership Chain

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