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.

  • Christine Grace Dowall

    IRN CGD01036

    • CF1 Director (AR) (9 Jan 2013 to 11 Aug 2014)
  • Christine May Long-Mortell

    IRN CML01111

    • CF1 Director (AR) (28 Mar 2022 to 4 Dec 2025)
  • Christopher Alan Morris

    IRN CAM01202

    • CF1 Director (AR) (23 Jun 2015 to 2 Jul 2025)
  • Christopher Arnold

    IRN CXA01645

    • 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)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 21. Advising or arranging (bringing about) equity release transactions
    • [FCA CF] Client dealing (since 16 Apr 2026)
    • CF30 Customer (since 13 Apr 2026)
    • Appointed representative dealing with clients for which they require qualification (since 3 Nov 2022)
  • Christopher David Whyke

    IRN CDW00019

    • CF30 Customer (2 Jan 2013 to 2 Dec 2016)
  • Christopher Durkin

    IRN CRD00015

    • CF30 Customer (10 Aug 2012 to 5 Sep 2019)
  • Christopher Green

    IRN CXG00092

    • Appointed representative dealing with clients for which they require qualification (13 Sep 2023 to 1 May 2025)
    • CF1 Director (AR) (24 Aug 2023 to 1 May 2025)
    • CF30 Customer (24 Aug 2023 to 1 May 2025)
    • [FCA CF] Functions requiring qualifications (10 May 2023 to 13 Sep 2023)
    • [FCA CF] Client dealing (10 May 2023 to 1 May 2025)
  • Christopher Howard

    IRN CXH00940

    • CF1 Director (AR) (since 8 Oct 2025)
  • Christopher Howard Metcalfe

    IRN CHM00008

    • CF30 Customer (14 Oct 2014 to 7 Dec 2016)
  • Christopher Hugh Hallam

    IRN CHH01050

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 13 Nov 2020)
    • [FCA CF] Client dealing (9 Dec 2019 to 13 Nov 2020)
    • CF30 Customer (8 Oct 2019 to 15 Nov 2020)

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.