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.

• Catherine Mary Susan Crowdy

  IRN CMC01181

  • Appointed representative dealing with clients for which they require qualification (19 Dec 2019 to 23 Oct 2021)
  • CF30 Customer (15 Sep 2008 to 23 Oct 2021)
• Catherine Teresa Bye

  IRN CTB01009

  • CF4 Partner (AR) (1 Dec 2001 to 6 Jan 2011)
• Cathleen Glen Williamson

  IRN CGW01036

  • CF30 Customer (1 Nov 2007 to 23 Jul 2010)
  • CF21 Investment Adviser (24 Jan 2007 to 31 Oct 2007)
• Cecil William Hales

  IRN CWH00003

  • CF30 Customer (1 Nov 2007 to 1 Sep 2010)
  • CF21 Investment Adviser (1 Nov 2002 to 31 Oct 2007)
• Celine Russell

  IRN CXT00522

  • [FCA CF] Significant management (since 28 Feb 2025)
• Charles Alexander Warren

  IRN CAW01165

  • CF30 Customer (6 Sep 2010 to 29 Sep 2011)
• Charles Andrew Berry

  IRN CAB01160

  • CF30 Customer (10 Sep 2008 to 23 Dec 2009)
• Charles Andrew Martin

  IRN CAM00011

  • CF21 Investment Adviser (21 May 2002 to 30 Dec 2002)
  • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 21 May 2002)
• Charles Anthony John Patrickson

  IRN CAP00007

  • CF21 Investment Adviser (19 Jun 2003 to 1 Aug 2003)
• Charles Currie McKinlen Snaddon

  IRN CCS00005

  • CF30 Customer (28 Dec 2011 to 31 Jul 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.