Lighthouse Advisory Services Limited

Date authorised
1 April 2013
Companies House
04086645
Last scraped
2 days ago

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Senator House
    85 Queen Victoria Street
    London
    EC4V 4AB
    UNITED KINGDOM
    Phone
    +442075625800
    Web
    https://www.quilter.com

  • Complaints Contact

    Quilter Financial Planning Complaints Department
    Sunderland
    SR43 4JR
    UNITED KINGDOM
    Phone
    +448081415077

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), Professional, Unit, Life Policy, Stakeholder pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Personal pension scheme

    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 Retail (Non-Investment Insurance), Commercial, Retail (Investment), Professional, Structured Deposits, Share, Debenture, Government and public security, Warrant, Certificates representing certain security, Unit, Life Policy, Stakeholder pension scheme, Rights to or interests in investments (Security), Rights to or interests in investments (Contractually Based Investments), Non-investment insurance contracts, Personal pension scheme

    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 Retail (Non-Investment Insurance), Commercial, Retail (Investment), Professional, Structured Deposits, Share, Debenture, Government and public security, Warrant, Certificates representing certain security, Unit, Life Policy, Stakeholder pension scheme, Rights to or interests in investments (Security), Rights to or interests in investments (Contractually Based Investments), Non-investment insurance contracts, Personal pension scheme

    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

  • Credit Brokering

  • Debt Advice

    Show 2 limitations
    • · This permission is limited to debt counselling which is provided in connection with investment advice and/or buy to let mortgages, let to buy mortgages, second charge lending and bridging loans
    • · This 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, Retail (Non-Investment Insurance), Retail (Investment), Professional, Structured Deposits, Non-investment insurance contracts, Share, Debenture, Government and public security, Warrant, Certificates representing certain security, Unit, Life Policy, Stakeholder pension scheme, Rights to or interests in investments (Security), Rights to or interests in investments (Contractually Based Investments), Personal pension scheme

    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.

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Jowaherul Islam Choudhury

    IRN JIC00006

    • (1160)CF21 Investment Adviser (1 Nov 2002 to 2 Apr 2004)
  • Joy Colleen Bonser

    IRN JCB01231

    • (313)CF30 Customer (1 Apr 2011 to 31 Dec 2012)
  • Julia Kathleen Laverty

    IRN JKC00017

    • (2877)CF30 Customer (1 Dec 2010 to 7 Dec 2012)
  • Julian Charles Lane

    IRN JCL01132

    • (1268)CF30 Customer (11 May 2011 to 20 Dec 2013)
  • Julian Hodges

    IRN JXH00010

    • (687)CF21 Investment Adviser (27 Sep 2004 to 5 Dec 2005)
    • (688)CF7 Sole Trader (AR) (27 Sep 2004 to 28 Oct 2004)
  • Julian James Daniel

    IRN JJD00012

    • (1123)CF21 Investment Adviser (19 Jun 2003 to 3 Nov 2003)
  • Julian Mark Swann

    IRN JMS00043

    • (3371)CF30 Customer (28 Dec 2011 to 31 Dec 2012)
    • (3372)CF1 Director (AR) (28 Dec 2011 to 6 Sep 2021)
  • Julie Ann Cattell

    IRN JAC00134

    • (2375)CF30 Customer (17 Oct 2011 to 27 May 2016)
  • Julie Ann Williams

    IRN JAW01313

    • (3001)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 22 Jul 2021)
    • (3000)CF30 Customer (17 Aug 2018 to 10 Feb 2021)
  • Julie Cunningham

    IRN JXC02009

    • (519)CF4 Partner (AR) (28 Jun 2005 to 16 Jan 2006)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

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Recent activity

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

  1. controlled function added: (197)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)

  2. controlled function added: (196)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose

  3. controlled function added: (195)21. Advising or arranging (bringing about) equity release transactions

  4. controlled function added: (194)Appointed representative dealing with clients for which they require qualification

  5. controlled function added: (193)CF30 Customer

  6. controlled function added: (192)4. Giving personal recommendations on retail investment products which are not broker funds

  7. controlled function added: (191)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)

  8. controlled function added: (190)7. Giving personal recommendations on long-term care insurance contracts

  9. controlled function added: (189)Appointed representative dealing with clients for which they require qualification

  10. controlled function added: (188)CF30 Customer

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