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.

  • Jonathen Paul Corner

    IRN JPC00022

    • CF30 Customer (24 May 2013 to 30 Nov 2014)
  • Jonathon Charles Partington

    IRN JCP00003

    • CF1 Director (AR) (since 26 Mar 2024)
  • Jordan Wheatley

    IRN JXW00727

    • 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 12 Dec 2022)
    • Appointed representative dealing with clients for which they require qualification (since 12 Dec 2022)
    • CF30 Customer (since 22 Jul 2022)
  • Joseph Antony Doidge

    IRN JAD00021

    • CF1 Director (AR) (10 Nov 2010 to 27 May 2014)
  • Joseph Francis Hanlon

    IRN JFH00007

    • CF30 Customer (3 Apr 2013 to 26 Jun 2018)
  • Josephine Erika Young

    IRN JXY00127

    • 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
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Client dealing (since 12 May 2025)
    • Appointed representative dealing with clients for which they require qualification (since 12 May 2025)
    • CF30 Customer (since 24 Apr 2025)
  • Joshua Lawrence Buck

    IRN JLB01189

    • CF30 Customer (24 Aug 2017 to 28 Mar 2018)
    • CF1 Director (AR) (24 Aug 2017 to 28 Mar 2018)
  • Joshua North

    IRN JXN17271

    • [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 (18 Jul 2019 to 7 Mar 2022)
  • Joshua Underwood

    IRN JXU01114

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 20 Jul 2022)
    • [FCA CF] Client dealing (9 Dec 2019 to 20 Jul 2022)
    • CF30 Customer (10 May 2018 to 20 Jul 2022)
  • Jothinder Singh Pulahi

    IRN JSP00032

    • CF30 Customer (1 Jan 2016 to 10 Apr 2018)
    • CF1 Director (AR) (1 Jan 2016 to 10 Apr 2018)

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.