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.

  • Darren Pike

    IRN DXP25971

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 21. Advising or arranging (bringing about) equity release transactions
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • CF30 Customer (since 16 Dec 2019)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
  • Darren Ross Hopkins

    IRN DRH01146

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 17 Feb 2026)
    • [FCA CF] Client dealing (9 Dec 2019 to 17 Feb 2026)
    • CF30 Customer (1 Aug 2019 to 17 Feb 2026)
    • CF1 Director (AR) (1 Aug 2019 to 17 Feb 2026)
  • Darren Winspear

    IRN DXW07882

    • [FCA CF] Client dealing (3 Nov 2021 to 20 Nov 2023)
    • CF30 Customer (20 Oct 2021 to 20 Nov 2023)
    • Appointed representative dealing with clients for which they require qualification (14 Oct 2021 to 20 Nov 2023)
  • Darryl Ian Barr

    IRN DIB01022

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Jun 2024)
    • [FCA CF] Client dealing (9 Dec 2019 to 30 Jun 2024)
    • CF1 Director (AR) (17 Sep 2019 to 30 Jun 2024)
    • CF30 Customer (17 Sep 2019 to 30 Jun 2024)
  • Darryl Louise Nolan

    IRN DLS00019

    • 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 28 Jul 2025)
    • [FCA CF] Client dealing (since 28 Jul 2025)
    • CF30 Customer (since 10 Jul 2025)
    • CF1 Director (AR) (since 10 Jul 2025)
  • David Alan Rodrigues

    IRN DAR00032

    • 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)
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • 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 1 May 2014)
    • CF30 Customer (since 18 Apr 2014)
  • David Brattesani

    IRN DXB00293

    • CF1 Director (6 Feb 2008 to 23 Feb 2010)
  • David Colin Moore

    IRN DCM01173

    • CF30 Customer (6 Feb 2013 to 2 Aug 2013)
  • David Emmanuel Gunn

    IRN DEG01055

    • [FCA CF] Client dealing (10 Feb 2021 to 28 Mar 2025)
    • CF30 Customer (10 Feb 2021 to 28 Mar 2025)
    • Appointed representative dealing with clients for which they require qualification (10 Feb 2021 to 28 Mar 2025)
  • David Frank Williams

    IRN DFW00001

    • [FCA CF] Client dealing (9 Dec 2019 to 29 Nov 2024)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 29 Nov 2024)
    • CF30 Customer (9 Nov 2017 to 29 Nov 2024)

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.