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.

  • Anthony Taylor

    IRN ADT01084

    • 21. Advising or arranging (bringing about) equity release transactions
    • 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)
    • 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 30 Dec 2020)
    • [FCA CF] Client dealing (since 30 Dec 2020)
    • CF30 Customer (since 4 Dec 2020)
  • Antony Nicholas George

    IRN AXG00494

    • [FCA CF] Manager of certification employee (since 13 Mar 2023)
  • Benjamin William Underwood

    IRN BXU00030

    • 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 14 Mar 2025)
    • Appointed representative dealing with clients for which they require qualification (since 14 Mar 2025)
    • CF30 Customer (since 17 Jan 2025)
  • Blaise Peter Davies

    IRN BPD01015

    • 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)
    • CF1 Director (AR) (since 7 Aug 2023)
    • Appointed representative dealing with clients for which they require qualification (since 25 Oct 2022)
    • [FCA CF] Client dealing (since 25 Oct 2022)
    • CF30 Customer (since 24 Oct 2022)
  • Brian Adams

    IRN BXA01291

    • [FCA CF] Functions requiring qualifications (26 Nov 2020 to 20 Oct 2022)
    • [FCA CF] Client dealing (26 Nov 2020 to 20 Oct 2022)
  • Brian Gerard Byrne

    IRN BGB00001

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 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 26 Nov 2020)
    • [FCA CF] Functions requiring qualifications (since 26 Nov 2020)
  • Brian Philip Keane

    IRN BPK01011

    • CF1 Director (AR) (15 Jun 2015 to 2 Mar 2020)
  • Bryce James Ferns

    IRN BXF00028

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 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 17 Jan 2022)
    • CF30 Customer (since 14 Jan 2022)
    • Appointed representative dealing with clients for which they require qualification (since 4 Jan 2022)
  • Bryn Matthew Robinson

    IRN BMR01019

    • CF30 Customer (11 May 2015 to 19 Sep 2020)
  • Calum Elliott Lonsdale

    IRN CXL00368

    • CF1 Director (AR) (since 5 Jan 2023)

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.