Quilter Financial 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 with no debt management activity
  • · Limited to counselling for investment advice

• 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.

• Christopher John Wilson

  IRN CJW01280

  • CF30 Customer (9 Dec 2010 to 27 Jul 2012)
• Christopher Jonathan Green

  IRN CXG00039

  • CF30 Customer (19 Aug 2010 to 10 Jun 2013)
• Christopher Kenneth Smith

  IRN CKS00002

  • CF30 Customer (7 Mar 2011 to 10 Dec 2012)
• Christopher Lang

  IRN CJL01139

  • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 22 Aug 2025)
  • CF30 Customer (12 Dec 2014 to 22 Aug 2025)
• Christopher Michael Benarr

  IRN CMB01202

  • CF30 Customer (1 Feb 2011 to 25 Jul 2013)
• Christopher Mullane

  IRN CJM00001

  • 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 16 Feb 2023)
  • CF1 Director (AR) (since 21 Sep 2010)
• Christopher Paul Bearfoot

  IRN CPB00001

  • CF30 Customer (11 Nov 2010 to 31 Dec 2013)
• Christopher Paul Bowers

  IRN CXB01731

  • Appointed representative dealing with clients for which they require qualification (28 Jul 2020 to 8 Dec 2022)
  • CF30 Customer (8 Jul 2020 to 8 Dec 2022)
• Christopher Rasbash

  IRN CRR01052

  • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 12 Mar 2021)
  • CF30 Customer (30 Mar 2017 to 30 Dec 2020)
• Christopher Robert Miles

  IRN CRM01086

  • CF30 Customer (14 May 2018 to 16 Nov 2018)

• Andrew Sweeney (no longer appointed)

  FRN 571577 · Appointed 20 Dec 2011 · Until 2 Mar 2016

• Bright Blue Independent Limited (no longer appointed)

  FRN 571356 · Appointed 19 Dec 2011 · Until 5 Apr 2016

• Martin Jones (no longer appointed)

  FRN 570946 · Appointed 13 Dec 2011 · Until 4 Apr 2018

• Finance Surgery Limited (no longer appointed)

  FRN 570834 · Appointed 12 Dec 2011 · Until 5 Oct 2012

• Williams & Pomphrett (no longer appointed)

  FRN 570250 · Appointed 1 Dec 2011 · Until 3 Aug 2015

• Cowie Financial Services (no longer appointed)

  FRN 570110 · Appointed 30 Nov 2011 · Until 25 Sep 2017

• W P Property Finance Limited (no longer appointed)

  FRN 570088 · Appointed 30 Nov 2011 · Until 5 Jul 2017

• Darwin Wealth Management Ltd (no longer appointed)

  FRN 569771 · Appointed 25 Nov 2011 · Until 31 Dec 2013

• Henden Independent Financial Advisers Limited (no longer appointed)

  FRN 569643 · Appointed 24 Nov 2011 · Until 31 Oct 2016

• Millfield Capital Limited (no longer appointed)

  FRN 569624 · Appointed 23 Nov 2011 · Until 25 Sep 2017

No changes recorded yet.