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.

• Jason Eyre

  IRN JPE01058

  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 7. Giving personal recommendations on long-term care insurance contracts
  • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • CF30 Customer (since 29 May 2014)
• Jason James Dowler

  IRN JJD00001

  • CF30 Customer (1 Apr 2011 to 31 Dec 2012)
• Jason Jarrod Hunt

  IRN JJH00018

  • CF21 Investment Adviser (1 Dec 2001 to 28 Feb 2002)
• Jason Lee Mendelson

  IRN JLM00006

  • CF7 Sole Trader (AR) (11 Mar 2003 to 31 Dec 2003)
  • CF21 Investment Adviser (28 Aug 2002 to 31 Dec 2003)
• Jason Mark Oram

  IRN JXO01218

  • CF4 Partner (AR) (3 Mar 2005 to 9 Jan 2007)
• Jaspreet Kaur Dhillon

  IRN JKK01016

  • CF30 Customer (5 Apr 2013 to 24 Nov 2013)
• Jaswinder Singh Sandhu

  IRN JXS01705

  • CF30 Customer (19 Sep 2013 to 10 Sep 2015)
• Jatin Pravinchandra Shah

  IRN JPS01224

  • CF30 Customer (31 Jul 2014 to 31 Oct 2015)
• Jay Ellerton

  IRN JXE00033

  • CF30 Customer (26 Apr 2010 to 28 Nov 2011)
• Jean Teresa Hall

  IRN JTH00021

  • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 23 Sep 2021)
  • CF30 Customer (1 Nov 2007 to 23 Sep 2021)
  • CF21 Investment Adviser (19 Jun 2003 to 31 Oct 2007)

• Mackenzie Wealth Management LLP (no longer appointed)

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

• AML Associates Financial Services Ltd (no longer appointed)

  FRN 220915 · Appointed 28 Dec 2011 · Until 26 Jul 2013

• Bailey Richards Ltd (no longer appointed)

  FRN 480744 · Appointed 28 Dec 2011 · Until 12 Dec 2012

• Trafalgar Mortgages & Financial Services (no longer appointed)

  FRN 446398 · Appointed 21 Dec 2011 · Until 31 Mar 2023

• Norman Gray (no longer appointed)

  FRN 220159 · Appointed 13 Dec 2011 · Until 30 Nov 2020

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

  FRN 463440 · Appointed 28 Nov 2011 · Until 30 Jun 2021

• GSLP Financial Management Ltd (no longer appointed)

  FRN 219998 · Appointed 24 Nov 2011 · Until 30 Jun 2017

• Quro Financial Solutions Limited (no longer appointed)

  FRN 567655 · Appointed 31 Oct 2011 · Until 5 Dec 2014

• Menai Financial Solutions Limited (no longer appointed)

  FRN 461176 · Appointed 20 Oct 2011 · Until 6 Nov 2020

• David Dawes (no longer appointed)

  FRN 563917 · Appointed 5 Sep 2011 · Until 9 Jan 2017

No changes recorded yet.