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.

  • Kevin Patrick Sweeney

    IRN KPS00008

    • Appointed representative dealing with clients for which they require qualification (29 Oct 2020 to 21 Apr 2022)
    • [FCA CF] Client dealing (29 Oct 2020 to 21 Apr 2022)
    • CF30 Customer (1 Sep 2020 to 21 Apr 2022)
  • Kevin Smith

    IRN KXS00016

    • 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 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • CF1 Director (AR) (since 7 Mar 2013)
    • CF30 Customer (since 25 Oct 2012)
  • Kevin Vaughan Hincks

    IRN KVH00002

    • CF30 Customer (29 Oct 2012 to 13 Jan 2015)
  • Kieran Trevaskis

    IRN KXT00359

    • 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 4 Aug 2025)
    • Appointed representative dealing with clients for which they require qualification (since 4 Aug 2025)
    • CF30 Customer (since 3 Jun 2025)
  • Kirsten Ruth Marx

    IRN KXM00556

    • Appointed representative dealing with clients for which they require qualification (22 Jul 2025 to 5 Sep 2025)
    • [FCA CF] Client dealing (22 Jul 2025 to 5 Sep 2025)
    • CF30 Customer (5 Jul 2025 to 5 Sep 2025)
  • Kristian Booth

    IRN KXB00018

    • 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] Functions requiring qualifications (since 17 Apr 2025)
    • Appointed representative dealing with clients for which they require qualification (since 17 Apr 2025)
    • CF1 Director (AR) (since 11 Apr 2025)
    • CF30 Customer (since 11 Apr 2025)
  • Kristina Jeffery

    IRN KXJ00039

    • 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 1 Aug 2023)
    • [FCA CF] Client dealing (1 Aug 2023 to 2 Aug 2023)
  • Kyle Dunn

    IRN KXD01281

    • 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)
    • Appointed representative dealing with clients for which they require qualification (since 29 Oct 2020)
    • [FCA CF] Client dealing (since 29 Oct 2020)
    • CF30 Customer (since 15 Sep 2020)
    • CF1 Director (AR) (since 15 Sep 2020)
  • Kyle Terence Johnson

    IRN KTJ01010

    • 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
    • [FCA CF] Client dealing (since 16 Oct 2023)
    • CF30 Customer (since 21 Sep 2023)
    • CF1 Director (AR) (since 21 Sep 2023)
    • Appointed representative dealing with clients for which they require qualification (since 21 Sep 2023)
  • LWM AR LIMITED

    IRN LXL00332

    • CF4 Partner (AR) (since 12 Aug 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.