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.

• Julie Sadler

  IRN JXS02792

  • [FCA CF] Significant management (since 1 May 2021)
  • SMF17 Money Laundering Reporting Officer (MLRO) (23 Jan 2025 to 10 Nov 2025)
  • [FCA CF] Manager of certification employee (1 May 2021 to 1 Jul 2023)
• Julie Woolmer

  IRN JCM01169

  • [FCA CF] Manager of certification employee (1 Sep 2020 to 10 Nov 2021)
• June Carpenter

  IRN JXC01845

  • CF1 Director (AR) (29 Apr 2004 to 20 Jun 2007)
• Justin Barnes Arnold Tuck

  IRN JBT00006

  • CF30 Customer (1 Nov 2007 to 10 Dec 2016)
  • CF21 Investment Adviser (4 Apr 2007 to 31 Oct 2007)
• Justine Stewart

  IRN JXS00101

  • [FCA CF] Manager of certification employee (since 8 Sep 2025)
• Ka Hou Lee

  IRN KHL01018

  • CF30 Customer (1 Nov 2007 to 16 Aug 2009)
  • CF21 Investment Adviser (17 Oct 2006 to 31 Oct 2007)
• Kamlesh Patel

  IRN KXP00056

  • CF30 Customer (7 Feb 2013 to 12 Mar 2013)
• Kamlesh Patel

  IRN KXP00060

  • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 28 Apr 2021)
  • CF30 Customer (1 Apr 2011 to 31 Dec 2012)
• Karen Alison Craig

  IRN KAC00031

  • CF30 Customer (14 Oct 2013 to 31 Dec 2015)
• Karen Anne Kelly

  IRN KAK01030

  • CF30 Customer (1 Nov 2007 to 11 Jul 2011)
  • CF22 Investment Adviser (Trainee) (26 Oct 2005 to 31 Oct 2007)

• Eclipse Consultants (no longer appointed)

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

• Edward H Reynolds (no longer appointed)

  FRN 431905 · Appointed 29 Apr 2005 · Until 31 Dec 2006

• Designed 4 Life Ltd (no longer appointed)

  FRN 431644 · Appointed 26 Apr 2005 · Until 4 Dec 2006

• Independence Financial Planning (no longer appointed)

  FRN 430263 · Appointed 29 Mar 2005 · Until 31 Dec 2005

• Gainsborough FS Ltd (no longer appointed)

  FRN 429780 · Appointed 17 Mar 2005 · Until 5 Sep 2017

• John Parnell-Kerr (no longer appointed)

  FRN 429575 · Appointed 14 Mar 2005 · Until 2 Jan 2021

• Town & Country Financial Planning Ltd (no longer appointed)

  FRN 429576 · Appointed 14 Mar 2005 · Until 11 May 2007

• Footie Fan Finance (no longer appointed)

  FRN 428885 · Appointed 1 Mar 2005 · Until 17 Aug 2006

• DH Financial Services (no longer appointed)

  FRN 428830 · Appointed 1 Mar 2005 · Until 31 Dec 2012

• Peter Marks Financial Consultant (no longer appointed)

  FRN 427446 · Appointed 18 Feb 2005 · Until 31 Dec 2007

No changes recorded yet.