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.

  • Matthew Ryan Isaacs

    IRN MXI01083

    • 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
    • 7. Giving personal recommendations on long-term care insurance contracts
    • CF30 Customer (since 28 May 2020)
    • Appointed representative dealing with clients for which they require qualification (since 28 May 2020)
    • [FCA CF] Client dealing (since 28 May 2020)
  • Megan Dodd

    IRN MXH03131

    • [FCA CF] Manager of certification employee (since 27 Jul 2023)
  • Mehboob Ahmed

    IRN MXA01967

    • 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)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 21. Advising or arranging (bringing about) equity release transactions
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Client dealing (since 19 Sep 2024)
    • Appointed representative dealing with clients for which they require qualification (since 19 Sep 2024)
    • CF30 Customer (since 8 Jul 2024)
    • CF30 Customer (9 Dec 2013 to 31 Mar 2017)
    • CF1 Director (AR) (9 Dec 2013 to 2 Nov 2015)
  • Michael Alastair Couzens

    IRN MAC00076

    • SMF1 Chief Executive (since 13 Jan 2021)
    • SMF3 Executive Director (since 13 Jan 2021)
    • CF2 Non Executive Director (19 Dec 2017 to 30 Apr 2019)
  • Michael Andrew Ferns

    IRN MAF01049

    • SMF12 Chair of the Remuneration Committee (since 2 Dec 2022)
    • SMF3 Executive Director (since 13 Jan 2021)
  • Michael Charles Abbott

    IRN MCA01053

    • Appointed representative dealing with clients for which they require qualification (28 Feb 2024 to 21 Oct 2025)
    • [FCA CF] Client dealing (28 Feb 2024 to 21 Oct 2025)
    • CF1 Director (AR) (10 Feb 2024 to 21 Oct 2025)
    • CF30 Customer (10 Feb 2024 to 21 Oct 2025)
  • Michael Colin Clarke

    IRN MCC01082

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 4 Apr 2022)
    • [FCA CF] Client dealing (9 Dec 2019 to 4 Apr 2022)
    • CF30 Customer (28 Mar 2008 to 4 Apr 2022)
    • CF1 Director (AR) (28 Mar 2008 to 21 Feb 2019)
  • Michael Colin Pimblett

    IRN MCP00003

    • CF30 Customer (1 Nov 2007 to 30 Jun 2010)
    • CF21 Investment Adviser (6 Aug 2007 to 31 Oct 2007)
  • Michael Edward Ainsworth

    IRN MEA00009

    • CF30 Customer (18 Aug 2008 to 11 Dec 2009)
  • Michael Finbar Kelleher

    IRN MFK01007

    • CF30 Customer (19 Feb 2010 to 3 Apr 2018)
    • CF1 Director (AR) (19 Feb 2010 to 19 Oct 2017)

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.