Lighthouse Advisory Services Limited

Principal Place of Business

Phone

+442075625800

Web

https://www.quilter.com

Complaints Contact

Phone

+448081415077

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

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

Mortgage Advice

For Customer, Regulated mortgage contract

Authorised to Operate

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

Mortgage Arranging

For Customer, Regulated mortgage contract

Credit Brokering

Debt Advice

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

IRN PJF00035

• (2215)CF30 Customer (1 Nov 2007 to 30 Dec 2020)
• (2217)CF7 Sole Trader (AR) (28 Mar 2003 to 31 Jan 2007)
• (2218)CF1 Director (AR) (11 Sep 2002 to 28 Mar 2003)
• (2216)CF21 Investment Adviser (11 Sep 2002 to 31 Oct 2007)

IRN PJT00019

• (296)CF30 Customer (1 Nov 2007 to 31 Dec 2012)
• (297)CF21 Investment Adviser (27 Nov 2002 to 22 Jul 2005)

IRN PUM00002

• (579)CF30 Customer (24 Sep 2013 to 26 Dec 2013)

IRN PAD00028

• (1106)CF30 Customer (26 Jun 2014 to 31 Jan 2015)

IRN PAG00005

• (2583)CF1 Director (AR) (1 Apr 2011 to 31 Dec 2012)
• (2582)CF30 Customer (1 Apr 2011 to 31 Dec 2012)

IRN PAF00003

• (277)4. Giving personal recommendations on retail investment products which are not broker funds
• (276)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
• (279)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
• (278)CF30 Customer (since 24 Jun 2014)

IRN PAS01225

• (2956)CF30 Customer (9 Nov 2007 to 30 Dec 2010)

IRN PAC01193

• (555)CF30 Customer (1 Nov 2007 to 8 Apr 2010)
• (556)CF21 Investment Adviser (11 Mar 2004 to 31 Oct 2007)

IRN PAH00029

• (822)CF30 Customer (1 Nov 2007 to 31 Dec 2012)
• (823)CF21 Investment Adviser (19 Jun 2003 to 31 Oct 2007)

IRN PAM00058

• (1374)CF21 Investment Adviser (17 Nov 2003 to 26 Mar 2004)