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.

• Jason Graeme Kenneth Green

  IRN JGG00021

  • CF1 Director (AR) (4 Nov 2011 to 31 Dec 2015)
  • CF30 Customer (4 Nov 2011 to 31 Dec 2015)
• Jason Kieran Jory Bosworth

  IRN JXB67498

  • CF30 Customer (7 Apr 2020 to 22 Jul 2021)
• Jayne Langdale

  IRN JXL01537

  • CF1 Director (AR) (7 Jul 2010 to 31 Dec 2013)
• Jeffrey Clive Burgess

  IRN JCB01266

  • CF30 Customer (11 Dec 2014 to 31 Jul 2015)
• Jennifer Katherine Davidson

  IRN JXD00315

  • [FCA CF] Manager of certification employee (31 Mar 2023 to 4 Jul 2025)
  • [FCA CF] Significant management (4 Jul 2022 to 4 Jul 2025)
• Jennifer Llewellyn

  IRN JXL25311

  • SMF24 Chief Operations (18 Mar 2020 to 1 May 2021)
• Jennifer Louise MacAuley

  IRN JLM00055

  • CF30 Customer (1 Nov 2010 to 30 Jun 2013)
• Jennifer Mountfort

  IRN JAM00061

  • CF30 Customer (26 Jan 2012 to 31 May 2020)
• Jenny Kate Towers

  IRN JKB01078

  • [FCA CF] Manager of certification employee (since 31 Oct 2022)
• Jeremy Mugridge

  IRN JXM34943

  • [FCA CF] Significant management (6 May 2022 to 26 Jun 2025)

• David Howe (no longer appointed)

  FRN 801108 · Appointed 8 Feb 2018 · Until 27 Nov 2020

• John Harrison (Worksop) Limited (no longer appointed)

  FRN 800484 · Appointed 1 Feb 2018 · Until 19 Nov 2020

• BFS Accountants Ltd (no longer appointed)

  FRN 798782 · Appointed 17 Jan 2018 · Until 21 Mar 2018

• PPR Associates Ltd (no longer appointed)

  FRN 798783 · Appointed 17 Jan 2018 · Until 21 Mar 2018

• Davis & Gibbs (no longer appointed)

  FRN 479877 · Appointed 5 Jan 2018 · Until 27 Nov 2020

• Marchants Solicitors (no longer appointed)

  FRN 797751 · Appointed 3 Jan 2018 · Until 21 Mar 2018

• Unitehome Services Limited (no longer appointed)

  FRN 796917 · Appointed 20 Dec 2017 · Until 1 Dec 2020

• Gowers Limited (no longer appointed)

  FRN 796928 · Appointed 20 Dec 2017 · Until 12 Feb 2018

• Sharon Bristow Associates Limited (no longer appointed)

  FRN 796926 · Appointed 20 Dec 2017 · Until 14 Feb 2025

• Courts Accountancy Services Ltd (no longer appointed)

  FRN 794884 · Appointed 23 Nov 2017 · Until 19 Nov 2020

No changes recorded yet.