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.

  • David Michael Hibbert

    IRN DMH01145

    • CF30 Customer (1 Oct 2010 to 21 Dec 2012)
  • David Michael Lewis

    IRN DML00011

    • Appointed representative dealing with clients for which they require qualification (2 Mar 2020 to 21 Oct 2025)
    • [FCA CF] Client dealing (2 Mar 2020 to 21 Oct 2025)
    • CF30 Customer (25 Feb 2020 to 20 Oct 2025)
    • CF1 Director (AR) (25 Feb 2020 to 20 Oct 2025)
  • David Moorhouse

    IRN DXM00173

    • [FCA CF] Client dealing (9 Dec 2019 to 7 Mar 2022)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 7 Mar 2022)
    • CF30 Customer (19 Jul 2018 to 7 Mar 2022)
    • CF1 Director (AR) (5 Jan 2009 to 31 Mar 2010)
  • David Morris

    IRN DXM00592

    • CF1 Director (AR) (since 7 Jan 2022)
  • David Neil Firth

    IRN DNF00006

    • [FCA CF] Client dealing (8 Nov 2021 to 31 Mar 2025)
    • Appointed representative dealing with clients for which they require qualification (8 Nov 2021 to 31 Mar 2025)
    • CF30 Customer (24 Sep 2021 to 31 Mar 2025)
  • David Neil Normington

    IRN NDN00002

    • CF1 Director (AR) (17 Nov 2014 to 7 Mar 2022)
  • David Peter Beach

    IRN DPB00017

    • 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 28 Jan 2021)
    • Appointed representative dealing with clients for which they require qualification (since 28 Jan 2021)
    • CF30 Customer (since 25 Jan 2021)
  • David Robert Connolly

    IRN DRC01170

    • CF30 Customer (1 Apr 2014 to 1 Sep 2014)
  • David Robert Wood

    IRN DRW00008

    • 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
    • 7. Giving personal recommendations on long-term care insurance contracts
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • CF30 Customer (since 10 Nov 2017)
  • David Sigsworth

    IRN DXS00553

    • [FCA CF] Manager of certification employee (since 16 Nov 2021)

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.