Lighthouse Advisory Services Limited

Date authorised
1 April 2013
Companies House
04086645
Last scraped
1 week ago

Addresses

The contact details this firm has registered with the FCA.

  • 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

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • Buy-to-Let Mortgage Advice

  • Buy-to-Let Mortgage Arranging

  • Pension Transfer Advice

    For Retail (Investment), Professional, Unit, Life Policy, Stakeholder pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Personal pension scheme

    Show 1 limitation
    • · 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 Retail (Non-Investment Insurance), Commercial, Retail (Investment), Professional, Structured Deposits, Share, Debenture, Government and public security, Warrant, Certificates representing certain security, Unit, Life Policy, Stakeholder pension scheme, Rights to or interests in investments (Security), Rights to or interests in investments (Contractually Based Investments), Non-investment insurance contracts, Personal pension scheme

    Show 1 limitation
    • · 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
    • · 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 Retail (Non-Investment Insurance), Commercial, Retail (Investment), Professional, Structured Deposits, Share, Debenture, Government and public security, Warrant, Certificates representing certain security, Unit, Life Policy, Stakeholder pension scheme, Rights to or interests in investments (Security), Rights to or interests in investments (Contractually Based Investments), Non-investment insurance contracts, Personal pension scheme

    Show 1 limitation
    • · 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

  • Credit Brokering

  • Debt Advice

    Show 2 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, Retail (Non-Investment Insurance), Retail (Investment), Professional, Structured Deposits, Non-investment insurance contracts, Share, Debenture, Government and public security, Warrant, Certificates representing certain security, Unit, Life Policy, Stakeholder pension scheme, Rights to or interests in investments (Security), Rights to or interests in investments (Contractually Based Investments), Personal pension scheme

    Show 1 limitation
    • · 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.

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Tracey Ann Rogers

    IRN TAR01031

    • (520)CF21 Investment Adviser (14 Feb 2002 to 30 Jul 2003)
  • Tracey Anne Stones

    IRN TAP01033

    • (3295)CF1 Director (AR) (1 Apr 2011 to 2 Apr 2014)
  • Tracey Daines

    IRN TXD00045

    • (2700)[FCA CF] Client dealing (1 Sep 2020 to 9 Jan 2026)
    • (2701)[FCA CF] Functions requiring qualifications (1 Sep 2020 to 9 Jan 2026)
  • Tracy Elizabeth Elspass-Collins

    IRN TEE01009

    • (1804)CF30 Customer (8 Aug 2013 to 27 Jan 2014)
  • Trevor Alan Hunt

    IRN TAH01044

    • (385)CF21 Investment Adviser (18 Nov 2004 to 10 Dec 2004)
  • Trevor Charles Winterburn

    IRN TCW00010

    • (1161)CF30 Customer (5 Feb 2008 to 29 Jul 2012)
    • (1162)CF21 Investment Adviser (19 Jun 2003 to 12 Oct 2003)
  • Trevor David Passby

    IRN TDP00001

    • (2068)CF7 Sole Trader (AR) (14 Feb 2003 to 31 Jan 2007)
    • (2067)CF21 Investment Adviser (1 Nov 2002 to 10 Nov 2004)
  • Trevor David Stanbridge

    IRN TDS01028

    • (2958)CF30 Customer (3 Jan 2012 to 6 Sep 2021)
  • Trevor Hayden Shave

    IRN THS00001

    • (3323)CF30 Customer (21 Mar 2014 to 16 Jul 2014)
  • Trevor James Magee

    IRN TJM00015

    • (2523)CF30 Customer (1 Nov 2007 to 31 Dec 2018)
    • (2524)CF21 Investment Adviser (19 Jun 2003 to 31 Oct 2007)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

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Recent activity

Updates to this firm's record on the FCA register.

  1. trading name added: MHA MacIntyre Hudson Mortgage Solutions

  2. trading name added: Lighthouse Pensions Help

  3. trading name added: Lighthouse Mortgage and Protection Solutions

  4. trading name added: George Ognibeni Wealth Management

  5. trading name added: LighthouseXpress Limited

  6. trading name added: Berkeley Wodehouse Associates Limited

  7. permission removed: CBTL Effective Date

  8. permission removed: CBTL Status

  9. controlled function added: (369)SMF17 Money Laundering Reporting Officer (MLRO)

  10. controlled function added: (368)SMF11 Chair of the Audit Committee

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