Date authorised
1 April 2013
Companies House
06089982
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.
  • Equity Release Advice

    For Customer, Home reversion plans

  • 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.
  • Equity Release Arranging

    For Customer, Home reversion plans

  • 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
    • · The permission is limited to debt counselling with no debt management activity
  • Equity Release Setup

    For Customer, Home reversion plans

  • 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

    Show 1 limitation
    • · Not permitted to carry out credit repair services

Approved individuals

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

  • Ian Stuart Else

    IRN ISE01003

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 3 Feb 2026)
    • [FCA CF] Client dealing (9 Dec 2019 to 3 Feb 2026)
    • CF30 Customer (20 Nov 2019 to 2 Feb 2026)
    • CF1 Director (AR) (20 Nov 2019 to 2 Feb 2026)
  • Ian Thomas McCue

    IRN ITM01022

    • CF30 Customer (27 Jun 2014 to 29 May 2015)
  • JOHN POULTER

    IRN JXP02034

    • CF30 Customer (25 Oct 2016 to 31 Mar 2017)
  • Jack Andrew Dudley

    IRN JXD00248

    • [FCA CF] Client dealing (15 Mar 2021 to 26 Sep 2024)
    • Appointed representative dealing with clients for which they require qualification (15 Mar 2021 to 26 Sep 2024)
    • CF30 Customer (10 Mar 2021 to 26 Sep 2024)
  • Jack Andrew Silk

    IRN JAS01563

    • 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 5 Nov 2025)
    • Appointed representative dealing with clients for which they require qualification (since 5 Nov 2025)
    • CF30 Customer (since 23 Sep 2025)
    • CF1 Director (AR) (since 23 Sep 2025)
  • Jack Mclaughlan

    IRN JXM04477

    • 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 9 Apr 2026)
  • Jacob Brown

    IRN JXB00397

    • Appointed representative dealing with clients for which they require qualification (5 Jul 2022 to 17 Feb 2026)
    • [FCA CF] Client dealing (5 Jul 2022 to 17 Feb 2026)
    • CF30 Customer (4 Jul 2022 to 17 Feb 2026)
  • Jacqueline Mary Cullis

    IRN JXC16280

    • CF1 Director (AR) (24 Jun 2019 to 30 Apr 2022)
  • Jade Lee Francis

    IRN JLB01170

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • Appointed representative dealing with clients for which they require qualification (since 8 Jan 2021)
  • Jaiden Mehta

    IRN JXM04461

    • 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 14 Apr 2026)
    • Appointed representative dealing with clients for which they require qualification (since 14 Apr 2026)
    • CF30 Customer (since 21 Mar 2026)

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.