Date authorised
11 August 2014
Companies House
06030940
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Adviser Services Holdings Ltd
    Brookdale Centre
    Manchester Road
    Knutsford
    Cheshire East
    WA16 0SR
    UNITED KINGDOM
    Phone
    +4401565658840
  • Complaints Contact

    Adviser Services Holdings Ltd
    Brookdale Centre
    Manchester Road
    Knutsford
    Cheshire East
    WA16 0SR
    UNITED KINGDOM
    Phone
    +4401565658840

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • Buy-to-Let Mortgage Advice

  • Buy-to-Let Mortgage Arranging

  • Pension Transfer Advice

    For Retail (Investment), Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Stakeholder pension scheme, Unit

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.
  • Investment Advice (no pensions)

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.
  • Mortgage Advice

    For Customer, Regulated mortgage contract

  • Authorised to Operate

    Show 1 limitation
    • · The firm can only agree to carry on the regulated activities specified in this Notice.
  • Arranges Investments

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.
  • Mortgage Arranging

    For Customer, Regulated mortgage contract

  • Buy-to-Let Start Date

  • Buy-to-Let Status

  • Credit Brokering

  • Debt Advice

    Show 1 limitation
    • · Limited to debt counselling excluding giving advice about debt management plans. In this limitation “debt management plans” is defined as: “a non-statutory agreement between a customer and one or more of the customer's lenders the aim of which is to discharge or liquidate the customer's debts, by making regular payments to a third party which administers the plan and distributes the money to the lenders”.
  • Mortgage Setup

    For Customer, Regulated mortgage contract

  • Investment Setup

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.
  • Credit Score Services

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Adrian Peter Huckle

    IRN APH00013

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 4 Apr 2025)
    • [FCA CF] Client dealing (9 Dec 2019 to 4 Apr 2025)
    • CF30 Customer (22 Feb 2019 to 4 Apr 2025)
    • CF1 Director (AR) (22 Feb 2019 to 4 Apr 2025)
  • Agustin Fernandez Escrihuela

    IRN AXF01531

    • CF2 Non Executive Director (AR) (since 26 Mar 2025)
  • Alan Ajay Mayor

    IRN AAM00010

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 25 Aug 2020)
    • [FCA CF] Client dealing (9 Dec 2019 to 25 Aug 2020)
    • CF30 Customer (22 Sep 2014 to 25 Aug 2020)
    • CF1 Director (AR) (22 Sep 2014 to 25 Aug 2020)
  • Alan McGinn

    IRN ADM01232

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • CF30 Customer (since 16 Jan 2025)
    • [FCA CF] Client dealing (since 13 Jan 2023)
    • [FCA CF] Functions requiring qualifications (since 13 Jan 2023)
  • Alexander Chalmers Ferguson

    IRN AXF00334

    • CF30 Customer (since 18 Mar 2026)
  • Alexander James Mitchell

    IRN AXM05813

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 19 Mar 2026)
    • [FCA CF] Client dealing (since 19 Mar 2026)
    • CF30 Customer (since 28 Feb 2026)
  • Alexander MacGregor Meldrum

    IRN AMM01333

    • [FCA CF] Client dealing (11 Jan 2024 to 28 Jul 2025)
    • [FCA CF] Functions requiring qualifications (11 Jan 2024 to 28 Jul 2025)
  • Alison Jayne Morales Ojeda

    IRN AJS00180

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 7 Apr 2022)
    • CF30 Customer (since 29 Mar 2022)
    • [FCA CF] Client dealing (since 2 Mar 2022)
    • [FCA CF] Functions requiring qualifications (2 Mar 2022 to 7 Apr 2022)
  • Alison Tod

    IRN AXT12824

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 21. Advising or arranging (bringing about) equity release transactions
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Client dealing (since 28 Jul 2021)
    • Appointed representative dealing with clients for which they require qualification (since 28 Jul 2021)
    • CF30 Customer (since 23 Jul 2021)
  • Allan Norman Mather

    IRN ANM00001

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 2 Sep 2020)
    • [FCA CF] Client dealing (9 Dec 2019 to 2 Sep 2020)
    • CF30 Customer (25 Sep 2014 to 2 Sep 2020)
    • CF1 Director (AR) (25 Sep 2014 to 2 Sep 2020)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

Updates to this firm's record on the FCA register.

No changes recorded yet.