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.

  • Colin Fell

    IRN CXF00023

    • CF30 Customer (9 Jun 2010 to 30 Jun 2010)
  • Colin Glyn Percival

    IRN CGP00010

    • CF30 Customer (18 Jul 2013 to 29 Oct 2014)
    • CF1 Director (AR) (18 Jul 2013 to 29 Oct 2014)
  • Connor Smith Mackenzie

    IRN CXM00985

    • [FCA CF] Functions requiring qualifications (13 Mar 2025 to 23 May 2025)
    • [FCA CF] Client dealing (13 Mar 2025 to 23 May 2025)
  • Conrad Adrian Whittingham

    IRN CAW01161

    • 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 22 Dec 2025)
    • [FCA CF] Client dealing (since 22 Dec 2025)
    • CF1 Director (AR) (since 10 Dec 2025)
    • CF30 Customer (since 10 Dec 2025)
  • Corrie D'Silva

    IRN CXD18332

    • CF1 Director (AR) (since 4 Nov 2020)
  • Craig Daniel Evans

    IRN CDE00005

    • CF30 Customer (12 Nov 2015 to 1 Nov 2019)
    • CF1 Director (AR) (12 Nov 2015 to 1 Nov 2019)
  • Craig McDonald Innes

    IRN CMI00001

    • CF30 Customer (18 Feb 2008 to 21 Dec 2012)
  • Craig Watterson

    IRN CXW01374

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Feb 2021)
    • [FCA CF] Client dealing (9 Dec 2019 to 1 Feb 2021)
    • CF1 Director (AR) (15 Jul 2016 to 1 Feb 2021)
    • CF30 Customer (18 Dec 2014 to 1 Feb 2021)
  • Cy Cotterill

    IRN CXC00268

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 3 Aug 2020)
  • Damian Bastin

    IRN DXB00231

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 27 Nov 2020)

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.