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.

  • Daniel Mark Cowburn Elkington

    IRN DME01046

    • Appointed representative dealing with clients for which they require qualification (10 Nov 2022 to 19 Jul 2023)
    • CF30 Customer (24 Oct 2022 to 19 Jul 2023)
    • CF1 Director (AR) (24 Oct 2022 to 13 Nov 2023)
    • [FCA CF] Functions requiring qualifications (29 Jul 2022 to 10 Nov 2022)
    • [FCA CF] Client dealing (29 Jul 2022 to 19 Jul 2023)
  • Daniel Simon Taylor

    IRN DST01061

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 4 Jul 2023)
    • [FCA CF] Client dealing (9 Dec 2019 to 4 Jul 2023)
    • CF1 Director (AR) (1 Apr 2018 to 4 Jul 2023)
    • CF30 Customer (1 Sep 2015 to 4 Jul 2023)
  • Daniel Tonge

    IRN DXT01357

    • CF30 Customer (2 Jan 2013 to 14 Mar 2013)
  • Darren Anthony St Pierre

    IRN DAS01278

    • 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)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF1 Director (AR) (since 5 Dec 2016)
    • CF30 Customer (since 5 Dec 2016)
  • Darren Anthony Stevenson

    IRN DAS00057

    • 21. Advising or arranging (bringing about) equity release transactions
    • 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
    • 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)
    • CF1 Director (AR) (since 29 Apr 2009)
    • CF30 Customer (since 1 Nov 2007)
    • CF21 Investment Adviser (31 Oct 2007 to 31 Oct 2007)
    • CF4 Partner (AR) (29 Oct 2007 to 28 Apr 2009)
  • Darren Booth

    IRN DXB00147

    • 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 9 Dec 2019)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF1 Director (AR) (since 16 Sep 2019)
    • CF30 Customer (since 16 Sep 2019)
  • Darren Clifford Long

    IRN DCL00011

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 2 Jun 2025)
    • [FCA CF] Client dealing (9 Dec 2019 to 2 Jun 2025)
    • CF30 Customer (4 Sep 2009 to 1 Jun 2025)
    • CF1 Director (AR) (4 Sep 2009 to 22 Mar 2011)
  • Darren Craig Maule

    IRN DCM01109

    • CF30 Customer (1 Feb 2011 to 11 Nov 2011)
  • Darren Harvey

    IRN DDH00004

    • 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 13 Dec 2023)
    • Appointed representative dealing with clients for which they require qualification (since 13 Dec 2023)
    • CF30 Customer (since 25 Nov 2023)
    • CF1 Director (AR) (since 25 Nov 2023)
  • Darren Lloyd Jacobsen

    IRN DLJ01056

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Mar 2026)
    • [FCA CF] Client dealing (9 Dec 2019 to 31 Mar 2026)
    • CF30 Customer (16 Sep 2019 to 31 Mar 2026)

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.