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.

  • Larry Hierons

    IRN LXH00049

    • 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)
    • CF30 Customer (since 26 Sep 2013)
    • CF30 Customer (17 Aug 2012 to 21 Dec 2012)
  • Laura Elizabeth Gregory

    IRN LEG01015

    • CF30 Customer (26 Jul 2012 to 23 Oct 2012)
  • Laura Jane Eleanor Bickerdike

    IRN LJJ01039

    • CF30 Customer (2 Apr 2012 to 30 Nov 2016)
  • Laura Jayne Clarke

    IRN LJC01153

    • CF1 Director (AR) (17 Jan 2011 to 10 May 2011)
    • CF30 Customer (17 Jan 2011 to 10 May 2011)
  • Laura Louise Peel

    IRN LLP01005

    • 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)
    • CF30 Customer (16 Feb 2017 to 1 Feb 2021)
  • Laura McKie

    IRN LXM75249

    • 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 17 Jul 2020)
    • Appointed representative dealing with clients for which they require qualification (since 17 Jul 2020)
    • CF30 Customer (since 22 Apr 2020)
    • CF1 Director (AR) (since 22 Apr 2020)
  • Lauren May Tinker

    IRN LXT00301

    • [FCA CF] Client dealing (1 Jul 2024 to 17 Feb 2026)
    • Appointed representative dealing with clients for which they require qualification (1 Jul 2024 to 17 Feb 2026)
    • CF30 Customer (22 Jun 2024 to 17 Feb 2026)
  • Laurence Joseph Brown

    IRN LJB00008

    • CF30 Customer (22 Mar 2013 to 10 Jun 2016)
  • Laurence Philip Moore

    IRN LPM01019

    • CF1 Director (AR) (3 Sep 2012 to 15 Aug 2013)
  • Laurence Reginald John Homewood

    IRN LRH00009

    • CF30 Customer (8 Oct 2010 to 16 Dec 2011)
    • CF1 Director (AR) (8 Oct 2010 to 16 Dec 2011)

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.