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.

  • Liam Stephen Clarke

    IRN LXC00349

    • [FCA CF] Client dealing (28 Apr 2022 to 13 Mar 2023)
    • Appointed representative dealing with clients for which they require qualification (28 Apr 2022 to 13 Mar 2023)
    • CF30 Customer (11 Apr 2022 to 13 Mar 2023)
  • Linda Elizabeth Bonnar

    IRN LEB01030

    • CF1 Director (AR) (18 Jul 2008 to 1 Feb 2011)
  • Linda Frances Wood

    IRN LFW01017

    • CF30 Customer (1 May 2011 to 31 Mar 2014)
  • Linda Jackson

    IRN LXJ00031

    • CF1 Director (AR) (since 9 Aug 2025)
  • Lindsey Anne Smith

    IRN LAJ01022

    • CF30 Customer (19 Mar 2013 to 31 Jul 2015)
  • Lisa Jane Mabon

    IRN LJM01156

    • CF1 Director (AR) (since 12 Apr 2012)
    • CF4 Partner (AR) (12 Aug 2010 to 2 Apr 2012)
  • Lisa Marie Laidler

    IRN LMH00012

    • 7. Giving personal recommendations on long-term care insurance contracts
    • 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)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF1 Director (AR) (since 29 May 2013)
    • CF30 Customer (since 29 May 2013)
  • Lorraine Ann Cregg

    IRN LXC00140

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • [FCA CF] Client dealing (since 5 Aug 2024)
    • Appointed representative dealing with clients for which they require qualification (since 5 Aug 2024)
    • CF30 Customer (since 13 Jul 2024)
  • Lorraine Ann Denton

    IRN LAD01050

    • CF30 Customer (1 Apr 2014 to 25 Aug 2015)
  • Lucy Lipscombe

    IRN LXL01368

    • CF1 Director (AR) (16 Sep 2014 to 29 Apr 2018)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

Updates to this firm's record on the FCA register.

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