Lighthouse Advisory Services Limited

• 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

• Buy-to-Let Mortgage Advice

• Buy-to-Let Mortgage Arranging

• Pension Transfer Advice

  For Professional, 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 Hide limitations

  • · 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 Hide limitations

  • · 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 Hide limitations

  • · 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 Hide limitations

  • · 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 2 limitations Hide 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, 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 Hide limitations

  • · 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.

• Brenda Marilyn Mellor

  IRN BMM00011

  • CF1 Director (AR) (16 Sep 2021 to 19 Aug 2022)
  • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 19 Aug 2022)
  • CF30 Customer (1 Nov 2007 to 19 Aug 2022)
  • CF21 Investment Adviser (20 Jul 2004 to 31 Oct 2007)
  • CF22 Investment Adviser (Trainee) (19 Jun 2003 to 20 Jul 2004)
• Brenda Mary Connolly

  IRN BMC00014

  • CF30 Customer (1 Nov 2007 to 31 Dec 2011)
  • CF21 Investment Adviser (6 May 2004 to 31 Oct 2007)
• Brent Andrew Delport

  IRN BAD01028

  • CF30 Customer (27 Nov 2008 to 27 Feb 2009)
• Brett Gardner

  IRN BXG00035

  • CF30 Customer (30 Sep 2011 to 30 Apr 2014)
• Brian Arthur Simpson

  IRN BAS00016

  • CF21 Investment Adviser (19 Jun 2003 to 3 Nov 2004)
• Brian David Maxwell Collinson

  IRN BDC00007

  • CF1 Director (AR) (18 Nov 2002 to 29 May 2003)
  • CF21 Investment Adviser (18 Nov 2002 to 29 May 2003)
• Brian Donald Miller

  IRN BDM00005

  • CF21 Investment Adviser (10 Dec 2003 to 4 Mar 2004)
• Brian George Cattell

  IRN BGC00003

  • CF21 Investment Adviser (7 Jun 2004 to 19 Sep 2005)
• Brian Hall

  IRN BDH00004

  • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Jan 2022)
  • CF30 Customer (23 Nov 2007 to 31 Jan 2022)
• Brian James Batchen

  IRN BJB00022

  • CF30 Customer (28 Dec 2011 to 23 Dec 2012)

• Falcon Financial Planning Ltd (no longer appointed)

  FRN 442098 · Appointed 1 Apr 2011 · Until 3 Dec 2021

• Adaptive Financial Strategies Limited (no longer appointed)

  FRN 529101 · Appointed 1 Apr 2011 · Until 31 Dec 2012

• Simon Thomsett Independent Financial Planning Advisers (no longer appointed)

  FRN 401947 · Appointed 1 Apr 2011 · Until 1 Nov 2013

• Whiteladies Financial Services Ltd (no longer appointed)

  FRN 513149 · Appointed 1 Apr 2011 · Until 27 Jun 2012

• BEL Financial Advisers Ltd (no longer appointed)

  FRN 220874 · Appointed 1 Apr 2011 · Until 31 Dec 2012

• Beaufort Financial Planning (West Midlands) Limited (no longer appointed)

  FRN 211882 · Appointed 1 Apr 2011 · Until 31 Dec 2012

• TCS Financial Planning Limited (no longer appointed)

  FRN 540225 · Appointed 1 Apr 2011 · Until 21 Oct 2022

• Winston Financial Management LLP (no longer appointed)

  FRN 517089 · Appointed 1 Apr 2011 · Until 31 Aug 2011

• David John Folland (no longer appointed)

  FRN 200653 · Appointed 9 Nov 2010 · Until 31 Dec 2012

• Farsight Financial (no longer appointed)

  FRN 525713 · Appointed 10 Jun 2010 · Until 28 Apr 2011

No changes recorded yet.