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 PHV00001

• (1129)CF30 Customer (1 Nov 2007 to 31 Dec 2013)
• (1131)CF7 Sole Trader (AR) (9 Sep 2004 to 31 Jan 2007)
• (1130)CF21 Investment Adviser (12 Aug 2003 to 31 Oct 2007)

IRN PJO01049

• (558)CF4 Partner (AR) (15 Jul 2002 to 28 Sep 2009)

IRN PJG00025

• (1204)CF21 Investment Adviser (4 Aug 2005 to 15 Dec 2006)

IRN PJR00009

• (1421)CF30 Customer (1 Nov 2007 to 31 Dec 2012)
• (1423)CF7 Sole Trader (AR) (24 Mar 2003 to 31 Jan 2007)
• (1422)CF21 Investment Adviser (1 Nov 2002 to 31 Oct 2007)

IRN PJW00040

• (1169)CF7 Sole Trader (AR) (5 Sep 2003 to 8 Dec 2005)
• (1168)CF21 Investment Adviser (5 Sep 2003 to 8 Dec 2005)

IRN PXJ00003

• (1306)CF21 Investment Adviser (19 Jun 2003 to 8 Aug 2007)

IRN PJK01074

• (266)7. Giving personal recommendations on long-term care insurance contracts
• (267)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
• (268)4. Giving personal recommendations on retail investment products which are not broker funds
• (270)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
• (269)CF30 Customer (since 1 Nov 2007)
• (3184)CF21 Investment Adviser (8 Nov 2004 to 31 Oct 2007)

IRN PLL00003

• (1940)CF21 Investment Adviser (30 Nov 2005 to 30 Nov 2005)

IRN PMF00003

• (1210)CF21 Investment Adviser (1 Dec 2001 to 31 Dec 2003)

IRN PLN01018

• (1766)CF30 Customer (1 Apr 2011 to 15 Dec 2011)