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.

  • Rory Michael Percival

    IRN RMP00009

    • Director of firm who is not a certification employee or a SMF manager (9 Dec 2019 to 31 Jan 2022)
    • CF2 Non Executive Director (1 Oct 2019 to 8 Dec 2019)
  • Rowan Howse

    IRN RXH00283

    • [FCA CF] Client dealing (20 Dec 2021 to 10 Nov 2023)
    • CF30 Customer (10 Dec 2021 to 10 Nov 2023)
    • Appointed representative dealing with clients for which they require qualification (3 Jul 2020 to 10 Nov 2023)
  • Roy Austin Ferretti

    IRN RAF01083

    • CF30 Customer (17 Nov 2008 to 27 Oct 2009)
  • Roy James Holmes

    IRN RJH00062

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Aug 2025)
    • [FCA CF] Client dealing (9 Dec 2019 to 1 Aug 2025)
    • CF30 Customer (19 Dec 2013 to 1 Aug 2025)
    • CF21 Investment Adviser (16 Jul 2007 to 31 Oct 2007)
  • Rudath Kapugeekiyana

    IRN RXK00131

    • 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 Dec 2019)
  • Russell Hall

    IRN RXH00081

    • [FCA CF] Client dealing (9 Dec 2019 to 11 Dec 2019)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 11 Dec 2019)
    • CF30 Customer (12 Oct 2015 to 11 Dec 2019)
  • Russell Jeffrey Hirst

    IRN RJH00121

    • CF30 Customer (5 Mar 2012 to 26 Sep 2017)
    • CF1 Director (AR) (5 Mar 2012 to 26 Sep 2017)
  • Russell William Allan

    IRN RWA00005

    • 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 1 Sep 2020)
  • Ruth Foulkes

    IRN RXF00077

    • CF30 Customer (26 Mar 2013 to 17 Jun 2016)
  • Ryan Qualters

    IRN RXQ01031

    • 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
    • Appointed representative dealing with clients for which they require qualification (since 2 Jun 2025)
    • [FCA CF] Client dealing (since 2 Jun 2025)
    • CF30 Customer (since 15 May 2025)
    • CF1 Director (AR) (since 15 May 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.