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.

• Alexander Truffet

  IRN AAT01039

  • 21. Advising or arranging (bringing about) equity release transactions
  • 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
  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • CF30 Customer (since 23 Apr 2012)
  • CF30 Customer (30 Mar 2012 to 4 Apr 2012)
• Alexandra Santry

  IRN AXS03252

  • CF1 Director (AR) (9 May 2012 to 30 Jan 2021)
• Alexis Sheila Stewart

  IRN ASM01167

  • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 15 May 2023)
  • CF30 Customer (18 Feb 2016 to 15 May 2023)
• Alisdair Heotor MacMillan MacLeod

  IRN AXM00162

  • CF1 Director (AR) (28 Dec 2011 to 26 Jul 2013)
  • CF30 Customer (28 Dec 2011 to 26 Jul 2013)
• Alison Bryce Devine

  IRN DXA00119

  • CF4 Partner (AR) (1 Dec 2001 to 9 Aug 2004)
• Alison Carter

  IRN AXP01555

  • CF21 Investment Adviser (3 Apr 2007 to 1 May 2007)
• Alison Chandler

  IRN AXC01578

  • CF1 Director (AR) (30 Dec 2011 to 4 May 2021)
• Alison Clare Munro Morris

  IRN AXM23608

  • SMF11 Chair of the Audit Committee (since 1 Oct 2025)
  • Director of firm who is not a certification employee or a SMF manager (9 Sep 2024 to 30 Sep 2025)
• Alison Griffiths

  IRN AXG01448

  • CF20 Significant Mgt (Settlements) (1 Dec 2001 to 9 Jan 2007)
• Alison Jayne Barron

  IRN AJM00029

  • CF21 Investment Adviser (2 Sep 2003 to 17 May 2004)

• Mackenzie Wealth Management LLP (no longer appointed)

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• Rodney Neil Financial Services (Blairgowrie) Limited (no longer appointed)

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• GSLP Financial Management Ltd (no longer appointed)

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• Quro Financial Solutions Limited (no longer appointed)

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• Menai Financial Solutions Limited (no longer appointed)

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• David Dawes (no longer appointed)

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No changes recorded yet.