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.

  • Joannah Pickstone-Cable

    IRN JXP01751

    • CF30 Customer (since 20 Apr 2026)
  • Joanne Alison Stalley

    IRN JAS01357

    • CF1 Director (AR) (since 27 Jul 2022)
  • John Anthony Baxter

    IRN JAB01293

    • CF30 Customer (24 Sep 2014 to 30 Sep 2019)
    • CF1 Director (AR) (24 Sep 2014 to 21 Nov 2019)
  • John David O'Hara

    IRN JDO00001

    • Appointed representative dealing with clients for which they require qualification (12 Jul 2023 to 23 Dec 2025)
    • CF30 Customer (30 Nov 2022 to 23 Dec 2025)
    • [FCA CF] Functions requiring qualifications (5 Oct 2022 to 12 Jul 2023)
    • [FCA CF] Client dealing (5 Oct 2022 to 23 Dec 2025)
  • John Hitchcock

    IRN JXH00043

    • CF30 Customer (5 Aug 2016 to 30 Aug 2019)
  • John Lonie

    IRN JXL00012

    • 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
    • 21. Advising or arranging (bringing about) equity release transactions
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • CF30 Customer (since 13 Dec 2025)
    • [FCA CF] Functions requiring qualifications (since 5 Jan 2024)
    • [FCA CF] Client dealing (since 5 Jan 2024)
  • John MacKinnell Wilson

    IRN JMW00030

    • 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 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • CF1 Director (AR) (since 2 Nov 2018)
    • CF30 Customer (since 21 Sep 2018)
  • John Peter Gould

    IRN JPG00016

    • [FCA CF] Functions requiring qualifications (30 Nov 2020 to 16 Jul 2025)
    • [FCA CF] Client dealing (30 Nov 2020 to 16 Jul 2025)
  • John William Thomson

    IRN JWT00006

    • 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
    • [FCA CF] Client dealing (since 7 Oct 2025)
    • Appointed representative dealing with clients for which they require qualification (since 7 Oct 2025)
    • CF30 Customer (since 23 Jun 2025)
  • Jonathan Adam Darlison

    IRN JXD00535

    • [FCA CF] Functions requiring qualifications (11 Jan 2022 to 29 Sep 2022)

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.