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.

  • Susan Barber

    IRN SVB01022

    • CF30 Customer (24 Nov 2017 to 3 Apr 2018)
  • Susan Catherine Allison

    IRN SCA00001

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 23 Mar 2023)
    • [FCA CF] Client dealing (9 Dec 2019 to 23 Mar 2023)
    • CF30 Customer (16 Sep 2019 to 23 Mar 2023)
  • Susan Catherine Simpson

    IRN SXS00403

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (since 14 Jul 2023)
    • [FCA CF] Functions requiring qualifications (14 Jul 2023 to 23 Feb 2024)
    • [FCA CF] Client dealing (14 Jul 2023 to 15 Jul 2023)
  • Susan Clare Rodrigues

    IRN SCR01095

    • CF1 Director (AR) (13 Feb 2015 to 1 Jun 2020)
  • Susan Elizabeth Bishop

    IRN SXL00138

    • [FCA CF] Manager of certification employee (since 28 Oct 2021)
  • Susan Lisa Forbes-Lee

    IRN SLF01028

    • CF30 Customer (24 Mar 2014 to 11 Feb 2016)
  • Susan Lorraine Hill

    IRN SXH00139

    • CF30 Customer (23 Aug 2012 to 26 Jul 2016)
  • Susan McKenna

    IRN SXM04188

    • CF4 Partner (AR) (24 Jul 2017 to 31 Jan 2018)
  • Susan Nelder

    IRN SXN01771

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 13 Jun 2025)
    • [FCA CF] Client dealing (9 Dec 2019 to 13 Jun 2025)
    • CF30 Customer (23 Aug 2017 to 13 Jun 2025)
  • Susan Page

    IRN SXP00061

    • CF30 Customer (10 Mar 2009 to 30 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.