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.

  • Rachel Lowe

    IRN RXL00079

    • SMF4 Chief Risk (since 17 Apr 2025)
    • SMF3 Executive Director (since 2 Dec 2024)
    • SMF16 Compliance Oversight (since 2 Dec 2024)
    • Responsibility for MCD Intermediation (since 2 Dec 2024)
    • SMF5 Head of Internal Audit (13 Jan 2023 to 4 Apr 2025)
  • Rachel May Bagley

    IRN RXB00475

    • CF1 Director (AR) (1 Jul 2021 to 14 Mar 2025)
  • Rachel Price

    IRN RXP83978

    • 21. Advising or arranging (bringing about) equity release transactions
    • 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 9 Dec 2019)
  • Rachel Spiers

    IRN RXS00374

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 5 Aug 2020)
  • Rachel Stephanie Oakeshott

    IRN RSO00003

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • [FCA CF] Functions requiring qualifications (since 27 Mar 2026)
    • Appointed representative dealing with clients for which they require qualification (since 1 Jul 2022)
  • Rajan Ashwin Shah

    IRN RAS01248

    • 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 4 Jan 2022)
    • Appointed representative dealing with clients for which they require qualification (since 4 Jan 2022)
    • CF30 Customer (since 7 Oct 2021)
    • CF1 Director (AR) (since 7 Oct 2021)
  • Rasmita Chauhan

    IRN RXC02308

    • [FCA CF] Client dealing (19 May 2020 to 7 Mar 2022)
    • Appointed representative dealing with clients for which they require qualification (19 May 2020 to 7 Mar 2022)
    • CF30 Customer (18 May 2020 to 7 Mar 2022)
  • Rebecca Lauren Gow

    IRN RXG00378

    • [FCA CF] Client dealing (18 Nov 2022 to 29 Feb 2024)
    • Appointed representative dealing with clients for which they require qualification (18 Nov 2022 to 29 Feb 2024)
    • CF30 Customer (17 Oct 2022 to 29 Feb 2024)
  • Rebekah Louise Rixon

    IRN RXR00359

    • [FCA CF] Manager of certification employee (since 27 Jul 2023)
  • Reece Brown

    IRN RXB00188

    • 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)
    • Appointed representative dealing with clients for which they require qualification (since 21 Nov 2025)
    • CF30 Customer (since 8 Jul 2024)
    • CF1 Director (AR) (since 8 Jul 2024)
    • [FCA CF] Client dealing (since 12 Jun 2023)
    • [FCA CF] Functions requiring qualifications (12 Jun 2023 to 21 Nov 2025)

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.