Premium Financial Planning Services

This firm operates as an appointed representative of QUILTER WEALTH LIMITED, QUILTER FINANCIAL SERVICES LIMITED and Quilter Mortgage Planning Limited. Its regulated business runs under their FCA authorisations, and they're jointly legally responsible for what it does.

Addresses

The contact details this firm has registered with the FCA.

Senior staff personally approved by the FCA to hold their roles here.

Benjamin James Brewer
IRN BJB01148
- (3)Employed By (11 Feb 2022 to 10 Jun 2024)
Charles David Stewart
IRN DXS00163
- (1)Employed By (23 Aug 2021 to 6 Jul 2023)
David John Harrison
IRN DJH00068
- (2)Employed By (23 Aug 2021 to 6 Jul 2023)
Julie Hames
IRN JXH02100
- (1)Employed By (since 20 Dec 2007)
Lewis Hames
IRN LXH00101
- (3)Employed By (since 22 Jun 2024)
William Hames
IRN WOH00001
- (2)Employed By (since 20 Dec 2007)
- (4)Employed By (17 Feb 2005 to 31 Jan 2007)

Updates to this firm's record on the FCA register.

No changes recorded yet.

A quick guide to the terms on this page.

The FCA: The Financial Conduct Authority is the UK's regulator for banking, lending, insurance, investments and payments. Any firm offering these services has to be authorised by the FCA.
Permissions: The specific regulated activities a firm is allowed to carry out, like advising on insurance, lending money or arranging investments. Anything outside this list isn't covered.
Approved individuals: Senior staff (directors, compliance officers and similar) have to be approved by the FCA personally before they can take up the role. They're held accountable for the firm's conduct.
Appointed representatives: Smaller firms can do regulated business under another firm's authorisation rather than getting their own. The bigger firm (the 'principal') is legally on the hook for what they do.

Information on this page is sourced from the official FCA register.