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.

• Eric Peter Hewitt

  IRN EPH00001

  • CF30 Customer (28 Apr 2011 to 31 Dec 2011)
  • CF4 Partner (AR) (1 Apr 2011 to 31 Dec 2011)
• Eric Sydney Jack Robinson

  IRN ESR00003

  • CF7 Sole Trader (AR) (1 Dec 2001 to 30 Dec 2004)
  • CF21 Investment Adviser (1 Dec 2001 to 30 Dec 2004)
• Ernest Anthony Williams

  IRN EAW01044

  • CF21 Investment Adviser (1 Jan 2007 to 6 Jul 2007)
• Eustacia June Marsh

  IRN EJM00004

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 7. Giving personal recommendations on long-term care insurance contracts
  • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • CF30 Customer (since 8 Nov 2013)
• Eve Lynsey Clark-Pyper

  IRN ELC01041

  • CF30 Customer (13 Jan 2012 to 30 Jun 2017)
• Evelyn Mary Evans

  IRN EME00002

  • CF7 Sole Trader (AR) (17 Jan 2003 to 11 Aug 2003)
  • CF21 Investment Adviser (1 Nov 2002 to 8 Oct 2004)
• Ewan Alexander Forrest

  IRN EAF00008

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

  IRN FXR00004

  • CF21 Investment Adviser (19 Jun 2003 to 15 Jun 2004)
• Fay Williams

  IRN FPG01008

  • CF2 Non Executive Director (18 Mar 2013 to 2 May 2017)
• Fiona Elizabeth Garrett

  IRN FEG01011

  • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Dec 2021)
  • CF30 Customer (17 Jul 2015 to 24 Dec 2021)

• Advise and Assist Limited (no longer appointed)

  FRN 439952 · Appointed 26 Sep 2005 · Until 20 Nov 2006

• Dean Jowett Independent Financial Adviser (no longer appointed)

  FRN 439936 · Appointed 26 Sep 2005 · Until 25 May 2006

• Andrew Johnson (no longer appointed)

  FRN 439088 · Appointed 9 Sep 2005 · Until 1 Oct 2007

• Greenleaf Mortgages Limited (no longer appointed)

  FRN 438392 · Appointed 26 Aug 2005 · Until 24 Sep 2020

• TISCO Financial Planning Limited (no longer appointed)

  FRN 435543 · Appointed 15 Jul 2005 · Until 31 Dec 2009

• Kirkham Associates (no longer appointed)

  FRN 435442 · Appointed 12 Jul 2005 · Until 2 Jul 2009

• Mercer Finance (no longer appointed)

  FRN 434672 · Appointed 27 Jun 2005 · Until 25 May 2021

• Affinity Financial Consultancy Limited (no longer appointed)

  FRN 434180 · Appointed 15 Jun 2005 · Until 28 Jul 2020

• CEH-S Ltd (no longer appointed)

  FRN 432984 · Appointed 20 May 2005 · Until 31 Dec 2010

• Eclipse Consultants (no longer appointed)

  FRN 432977 · Appointed 20 May 2005 · Until 28 Dec 2020

No changes recorded yet.