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.

• Andrew Hodgkins

  IRN ASH00020

  • CF30 Customer (19 Feb 2010 to 16 Jul 2010)
• Andrew James Griffiths

  IRN AJG01251

  • CF30 Customer (1 Dec 2010 to 1 Sep 2012)
• Andrew James Kerr

  IRN AJK01180

  • CF1 Director (AR) (28 Dec 2011 to 7 Aug 2013)
• Andrew James Murray

  IRN AJM01413

  • CF21 Investment Adviser (4 May 2006 to 31 Dec 2006)
• Andrew James Rostron

  IRN AJR00066

  • CF4 Partner (AR) (9 Jul 2003 to 2 Jul 2004)
  • CF21 Investment Adviser (1 Dec 2001 to 2 Jul 2004)
• Andrew James Snell

  IRN AXS00060

  • CF4 Partner (AR) (20 Aug 2002 to 29 May 2003)
  • CF21 Investment Adviser (20 Aug 2002 to 29 May 2003)
• Andrew James Tucker

  IRN AJT00017

  • CF21 Investment Adviser (19 Jun 2003 to 31 Dec 2003)
• Andrew James William Emery

  IRN AJE00038

  • CF21 Investment Adviser (3 Mar 2005 to 10 Nov 2005)
• Andrew John Foster

  IRN AXF01457

  • CF30 Customer (13 May 2014 to 31 Dec 2016)
• Andrew John Reynolds

  IRN AJR00026

  • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Nov 2022)
  • CF30 Customer (1 Nov 2007 to 30 Nov 2022)
  • CF21 Investment Adviser (19 Jun 2003 to 31 Oct 2007)

• Bateman Financial Management Limited

  FRN 218547 · Appointed 1 Apr 2011

• Lighthouse Financial Advice Limited

  FRN 225502 · Appointed 12 Jun 2003

• Erna Beaton (no longer appointed)

  FRN 1011240 · Appointed 30 Apr 2024 · Until 5 Feb 2025

• PDG Wealth Management Limited (no longer appointed)

  FRN 926555 · Appointed 21 May 2020 · Until 9 Feb 2023

• The Mellor Practice Limited (no longer appointed)

  FRN 781822 · Appointed 15 Jun 2017 · Until 19 Aug 2022

• Chorlton Mortgage Hub Ltd (no longer appointed)

  FRN 777862 · Appointed 2 May 2017 · Until 28 Dec 2022

• M A Heap Ltd (no longer appointed)

  FRN 563863 · Appointed 22 Dec 2016 · Until 1 Nov 2020

• Mortgage and Protection Surgery Limited (no longer appointed)

  FRN 730641 · Appointed 1 Jan 2016 · Until 14 Jul 2022

• Mossbank Financial Planning Limited (no longer appointed)

  FRN 629295 · Appointed 30 Jul 2014 · Until 19 Nov 2016

• Parade Financial Services (Devon) Ltd (no longer appointed)

  FRN 608660 · Appointed 11 Oct 2013 · Until 23 Oct 2020

No changes recorded yet.