Lighthouse Advisory Services Limited

Date authorised
1 April 2013
Companies House
04086645
Last scraped
3 weeks ago
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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 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
    • · 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
    • · 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 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
    • · 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
    • · 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
    • · 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.

  • Alison Learner

    IRN AXL00264

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 7 Jun 2023)
  • Alistair Stewart

    IRN AXS00007

    • CF21 Investment Adviser (1 Dec 2001 to 31 Dec 2003)
  • Alistair Wilkinson

    IRN AJW01333

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 11 Apr 2022)
    • CF30 Customer (27 Nov 2007 to 11 Apr 2022)
  • Allan Edward Coll

    IRN AEC01040

    • CF30 Customer (1 Nov 2007 to 30 Dec 2010)
    • CF21 Investment Adviser (30 Jan 2003 to 31 Oct 2007)
    • CF7 Sole Trader (AR) (30 Jan 2003 to 31 Jan 2007)
  • Allan James Montgomery

    IRN AJM00106

    • CF21 Investment Adviser (1 Nov 2002 to 22 May 2003)
  • Allan Rosengren

    IRN AXR00010

    • CF3 Chief Executive (25 Jun 2008 to 15 Sep 2011)
    • CF1 Director (AR) (12 Jun 2008 to 15 Sep 2011)
    • CF1 Director (12 Jun 2008 to 15 Sep 2011)
  • Allen John Moxon

    IRN AJM00025

    • CF30 Customer (1 Nov 2007 to 23 Mar 2010)
    • CF21 Investment Adviser (9 Jun 2004 to 31 Oct 2007)
  • Allison Rose Ross

    IRN AXR01622

    • 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
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2020)
    • CF30 Customer (since 6 Dec 2013)
  • Amanda Cook

    IRN ALC01061

    • CF21 Investment Adviser (4 Apr 2007 to 17 Oct 2007)
  • Amanda Jane Cassidy

    IRN AJC00074

    • [FCA CF] Significant management (since 2 Nov 2020)
    • [FCA CF] Manager of certification employee (2 Nov 2020 to 1 Jul 2023)
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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.

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