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.

• Jowaherul Islam Choudhury

  IRN JIC00006

  • CF21 Investment Adviser (1 Nov 2002 to 2 Apr 2004)
• Joy Colleen Bonser

  IRN JCB01231

  • CF30 Customer (1 Apr 2011 to 31 Dec 2012)
• Julia Kathleen Laverty

  IRN JKC00017

  • CF30 Customer (1 Dec 2010 to 7 Dec 2012)
• Julian Charles Lane

  IRN JCL01132

  • CF30 Customer (11 May 2011 to 20 Dec 2013)
• Julian Hodges

  IRN JXH00010

  • CF7 Sole Trader (AR) (27 Sep 2004 to 28 Oct 2004)
  • CF21 Investment Adviser (27 Sep 2004 to 5 Dec 2005)
• Julian James Daniel

  IRN JJD00012

  • CF21 Investment Adviser (19 Jun 2003 to 3 Nov 2003)
• Julian Mark Swann

  IRN JMS00043

  • CF30 Customer (14 Mar 2013 to 6 Sep 2021)
  • CF1 Director (AR) (28 Dec 2011 to 6 Sep 2021)
• Julie Ann Cattell

  IRN JAC00134

  • CF30 Customer (17 Oct 2011 to 27 May 2016)
• Julie Ann Williams

  IRN JAW01313

  • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 22 Jul 2021)
  • CF30 Customer (17 Aug 2018 to 10 Feb 2021)
• Julie Cunningham

  IRN JXC02009

  • CF4 Partner (AR) (28 Jun 2005 to 16 Jan 2006)

• £SD Financial Solutions (no longer appointed)

  FRN 403448 · Appointed 2 Sep 2004 · Until 31 Dec 2013

• Lighthouse (Westminster) (no longer appointed)

  FRN 403313 · Appointed 27 Aug 2004 · Until 9 Jan 2017

• Rhon Associates (no longer appointed)

  FRN 403143 · Appointed 24 Aug 2004 · Until 31 Dec 2016

• Lighthouse (Central) (no longer appointed)

  FRN 196717 · Appointed 23 Aug 2004 · Until 17 Aug 2012

• Lighthouse Platinum Financial Limited (no longer appointed)

  FRN 402493 · Appointed 2 Aug 2004 · Until 31 Dec 2012

• MF Financial Services (no longer appointed)

  FRN 402356 · Appointed 23 Jul 2004 · Until 12 Jul 2010

• The Gray Partnership (no longer appointed)

  FRN 402347 · Appointed 22 Jul 2004 · Until 23 May 2012

• Financial Logistics Limited (no longer appointed)

  FRN 401913 · Appointed 8 Jul 2004 · Until 1 Apr 2021

• Falcon Financial Advice Limited (no longer appointed)

  FRN 401814 · Appointed 5 Jul 2004 · Until 4 Mar 2025

• Seager Financial Consultancy Ltd (no longer appointed)

  FRN 401443 · Appointed 16 Jun 2004 · Until 31 Dec 2012

No changes recorded yet.