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.

  • Ewan Geoffrey Price

    IRN EGP00005

    • [FCA CF] Functions requiring qualifications (27 Nov 2020 to 11 Feb 2026)
    • [FCA CF] Client dealing (27 Nov 2020 to 11 Feb 2026)
  • Femi Abimbola Akinboye

    IRN FAA01015

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 27 Nov 2020)
    • [FCA CF] Client dealing (27 Nov 2020 to 5 Apr 2022)
  • Francis James Regan

    IRN FXK00003

    • [FCA CF] Client dealing (25 Nov 2020 to 12 Oct 2021)
    • [FCA CF] Functions requiring qualifications (25 Nov 2020 to 31 Jan 2022)
  • Gabriele Maria McCallum

    IRN GXM00410

    • CF1 Director (AR) (since 12 Jan 2022)
  • Gareth Colin Frensham

    IRN GCF01008

    • [FCA CF] Client dealing (30 Dec 2020 to 28 Oct 2022)
    • Appointed representative dealing with clients for which they require qualification (30 Dec 2020 to 28 Oct 2022)
    • CF30 Customer (4 Dec 2020 to 28 Oct 2022)
  • Gary Michael Brocklehurst

    IRN GMB00039

    • [FCA CF] Client dealing (30 Nov 2020 to 19 Oct 2022)
    • [FCA CF] Functions requiring qualifications (30 Nov 2020 to 19 Oct 2022)
  • Gary Robert Lumb

    IRN GRL01059

    • CF30 Customer (since 17 Mar 2026)
  • Gavin James Kane

    IRN GJK01062

    • [FCA CF] Client dealing (14 Mar 2025 to 31 Mar 2026)
    • Appointed representative dealing with clients for which they require qualification (14 Mar 2025 to 31 Mar 2026)
    • CF30 Customer (30 Jan 2025 to 31 Mar 2026)
  • Gavin Richard Morris

    IRN GRM00051

    • [FCA CF] Client dealing (9 Dec 2019 to 7 Sep 2023)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 7 Sep 2023)
    • CF30 Customer (24 Apr 2019 to 7 Sep 2023)
    • CF1 Director (AR) (1 Oct 2014 to 7 Sep 2023)
  • Geoffrey Alcott

    IRN GXA00034

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Jun 2022)
    • [FCA CF] Client dealing (9 Dec 2019 to 30 Jun 2022)
    • CF30 Customer (1 Apr 2016 to 30 Jun 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.