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.

  • Peter Turnbull

    IRN PXT00183

    • 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 22 Aug 2024)
    • Appointed representative dealing with clients for which they require qualification (since 22 Aug 2024)
    • CF1 Director (AR) (since 1 Aug 2024)
    • CF30 Customer (since 1 Aug 2024)
  • Peter William Chappell

    IRN PWC00002

    • 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)
  • Philip Henry Shaw

    IRN PHS01056

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 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 14 Jul 2016)
    • CF30 Customer (since 14 Jul 2016)
  • Philip John Whitehead

    IRN PJW01269

    • [FCA CF] Client dealing (19 Mar 2021 to 12 Aug 2022)
    • Appointed representative dealing with clients for which they require qualification (19 Mar 2021 to 12 Aug 2022)
    • CF30 Customer (17 Mar 2021 to 12 Aug 2022)
  • Philip Richard Hunt

    IRN PRH00037

    • CF30 Customer (21 Nov 2016 to 8 Mar 2019)
  • Philip Young

    IRN PXY01081

    • SMF1 Chief Executive (9 Dec 2019 to 14 Dec 2020)
    • SMF3 Executive Director (9 Dec 2019 to 14 Dec 2020)
    • CF3 Chief Executive (27 Nov 2018 to 8 Dec 2019)
    • CF1 Director (27 Nov 2018 to 8 Dec 2019)
    • CF2 Non Executive Director (14 Nov 2017 to 27 Nov 2018)
  • Phillip Davies

    IRN PXD02035

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 10 Sep 2020)
    • [FCA CF] Client dealing (9 Dec 2019 to 10 Sep 2020)
    • CF30 Customer (16 Sep 2019 to 10 Sep 2020)
  • Phillip Mark Dewhurst

    IRN PMD00004

    • 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 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • CF30 Customer (since 6 Jul 2016)
    • CF1 Director (AR) (since 6 Jul 2016)
  • Rachel Foster

    IRN RXS00184

    • CF30 Customer (2 Jan 2013 to 4 Jan 2021)
  • Rachel Jane Selby

    IRN RXL01800

    • [FCA CF] Client dealing (9 Dec 2019 to 22 Apr 2021)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 22 Apr 2021)
    • CF30 Customer (4 Mar 2019 to 22 Apr 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.