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.

  • Gerard Anthony Davis

    IRN GAD00026

    • Appointed representative dealing with clients for which they require qualification (22 Apr 2020 to 14 Jun 2024)
    • [FCA CF] Client dealing (22 Apr 2020 to 14 Jun 2024)
    • CF30 Customer (14 Apr 2020 to 14 Jun 2024)
    • CF1 Director (AR) (14 Apr 2020 to 14 Jun 2024)
  • Glen James Callow

    IRN GJC01121

    • CF1 Director (AR) (19 Oct 2012 to 15 Aug 2013)
    • CF30 Customer (19 Oct 2012 to 15 Aug 2013)
  • Glenn Martin Hamilton

    IRN GXH00240

    • SMF2 Chief Finance (since 5 Aug 2022)
    • SMF3 Executive Director (since 25 Nov 2021)
  • Graeme Brian McColgan

    IRN GBM01050

    • CF30 Customer (21 Apr 2015 to 14 May 2018)
  • Graeme Iain Cuthbertson

    IRN GIC01013

    • CF1 Director (AR) (26 Sep 2013 to 10 Dec 2015)
    • CF30 Customer (26 Sep 2013 to 10 Dec 2015)
  • Graham Barnett

    IRN GXB00242

    • [FCA CF] Manager of certification employee (since 27 Mar 2026)
  • Graham John Rusk

    IRN GJR00011

    • [FCA CF] Client dealing (9 Dec 2019 to 26 Oct 2020)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 26 Oct 2020)
    • CF30 Customer (22 Jan 2015 to 26 Oct 2020)
  • Graham Michael Gledhill

    IRN GMG00003

    • CF30 Customer (16 Jan 2008 to 31 Dec 2017)
  • Graham Richard Birch

    IRN GRB00034

    • CF30 Customer (3 Jan 2011 to 21 Dec 2012)
  • Grant Stuart Balfour Corbett

    IRN GSC00009

    • 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 16 Jan 2024)
    • Appointed representative dealing with clients for which they require qualification (since 16 Jan 2024)
    • CF30 Customer (since 28 Dec 2023)
    • CF1 Director (AR) (since 28 Dec 2023)

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.