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.

• Jesse James Johnson

  IRN JJJ00002

  • CF1 Director (AR) (17 Jul 2003 to 3 Jun 2005)
  • CF4 Partner (AR) (6 Dec 2002 to 17 Jul 2003)
  • CF21 Investment Adviser (6 Dec 2002 to 1 Nov 2004)
• Jessica Mary Bacon

  IRN JXB02071

  • [FCA CF] Manager of certification employee (28 Sep 2023 to 31 Jan 2026)
• Jignes Hasmukhlal Shah

  IRN JHS00031

  • CF21 Investment Adviser (1 Dec 2001 to 31 Dec 2005)
• Jill Elizabeth Pugh

  IRN JEP00014

  • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 24 Dec 2021)
  • CF30 Customer (1 Sep 2009 to 24 Dec 2021)
  • CF21 Investment Adviser (3 Apr 2007 to 1 May 2007)
• Jillian Fenner

  IRN JEG01084

  • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Dec 2021)
  • CF1 Director (AR) (1 Apr 2011 to 31 Dec 2021)
  • CF30 Customer (1 Apr 2011 to 31 Dec 2021)
• Joanna Kate Harris

  IRN JXH22552

  • SMF18 Other Overall Responsibility (since 8 Jan 2026)
• Joanna Kennedy

  IRN JXK00086

  • [FCA CF] Functions requiring qualifications (1 Sep 2020 to 25 Feb 2022)
  • [FCA CF] Client dealing (1 Sep 2020 to 25 Feb 2022)
• Joanna Susan Penhaligon

  IRN JSP00010

  • CF7 Sole Trader (AR) (6 Oct 2004 to 18 Dec 2006)
  • CF1 Director (AR) (1 Dec 2001 to 6 Oct 2004)
  • CF4 Partner (AR) (1 Dec 2001 to 6 Oct 2004)
• Joanne Elizabeth Fisher

  IRN JEM00021

  • CF30 Customer (13 Nov 2012 to 31 Dec 2013)
• Joanne Margaret Pratley

  IRN JMP01144

  • CF24 Pension Transfer Specialist (31 Jul 2003 to 9 Jan 2007)

• Affinity Financial Planning Ltd (no longer appointed)

  FRN 208486 · Appointed 28 Dec 2011 · Until 31 Dec 2012

• Elmbrae Mortgage & Pensions Ltd. (no longer appointed)

  FRN 210850 · Appointed 28 Dec 2011 · Until 31 Dec 2012

• M A Heap Ltd (no longer appointed)

  FRN 563863 · Appointed 28 Dec 2011 · Until 31 May 2012

• Knight - Maley Ltd (no longer appointed)

  FRN 222732 · Appointed 28 Dec 2011 · Until 25 May 2023

• Mackenzie Wealth Management LLP (no longer appointed)

  FRN 440731 · Appointed 28 Dec 2011 · Until 2 Aug 2019

• McHardy Group Ltd (no longer appointed)

  FRN 529809 · Appointed 28 Dec 2011 · Until 7 Aug 2013

• Deeside Independent Financial Advice Ltd (no longer appointed)

  FRN 214609 · Appointed 28 Dec 2011 · Until 31 Mar 2021

• HMS Financial Limited (no longer appointed)

  FRN 552103 · Appointed 28 Dec 2011 · Until 16 Sep 2021

• IRP Wealth Planning LLP (no longer appointed)

  FRN 452357 · Appointed 28 Dec 2011 · Until 30 Sep 2012

• Fraser James Partnership Ltd (no longer appointed)

  FRN 468644 · Appointed 28 Dec 2011 · Until 1 Jul 2016

No changes recorded yet.