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.

  • Nameer Al-Asadi

    IRN NXA01586

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 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 14 Jul 2023)
    • CF30 Customer (since 4 Apr 2023)
    • CF1 Director (AR) (since 4 Apr 2023)
    • [FCA CF] Client dealing (since 31 Oct 2022)
    • [FCA CF] Functions requiring qualifications (31 Oct 2022 to 14 Jul 2023)
  • Naomi Kirk

    IRN NXB19519

    • [FCA CF] Manager of certification employee (13 Mar 2023 to 1 Nov 2024)
  • Neil Charles Jaundrell

    IRN NCJ00001

    • [FCA CF] Functions requiring qualifications (25 Nov 2020 to 24 Nov 2021)
    • [FCA CF] Client dealing (25 Nov 2020 to 24 Nov 2021)
  • Neil Darren Mills

    IRN NDM01056

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (since 22 Mar 2022)
    • [FCA CF] Functions requiring qualifications (27 Nov 2020 to 22 Mar 2022)
    • [FCA CF] Manager of certification employee (27 Nov 2020 to 25 Jan 2022)
  • Nicholas Guy Price

    IRN NGP00007

    • 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)
    • 7. Giving personal recommendations on long-term care insurance contracts
    • [FCA CF] Client dealing (since 30 Dec 2020)
    • Appointed representative dealing with clients for which they require qualification (since 30 Dec 2020)
    • CF30 Customer (since 4 Dec 2020)
  • Nicholas Holmes

    IRN NXH01327

    • CF1 Director (AR) (11 May 2022 to 22 May 2023)
  • Nicholas James Leighton

    IRN NJL00008

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 27 Nov 2020)
  • Nicholas James Lewis

    IRN NXL01127

    • [FCA CF] Client dealing (9 Dec 2019 to 3 Nov 2022)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 3 Nov 2022)
    • CF30 Customer (22 Sep 2014 to 3 Nov 2022)
    • CF1 Director (AR) (22 Sep 2014 to 3 Nov 2022)
  • Nigel Stanton Ruff

    IRN NSR01022

    • 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)
    • Appointed representative dealing with clients for which they require qualification (since 22 Mar 2022)
    • CF30 Customer (since 31 Dec 2021)
    • CF1 Director (AR) (since 31 Dec 2021)
    • [FCA CF] Client dealing (since 27 Nov 2020)
    • [FCA CF] Manager of certification employee (1 Mar 2021 to 25 Jan 2022)
    • [FCA CF] Functions requiring qualifications (27 Nov 2020 to 22 Mar 2022)
  • Oliver Andrew Trevor Morton

    IRN OXM00149

    • 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)
    • [FCA CF] Client dealing (since 10 Oct 2025)
    • Appointed representative dealing with clients for which they require qualification (since 10 Oct 2025)
    • CF30 Customer (since 6 Sep 2025)

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.