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.

• Gemma Kate Speed

  IRN GKS01049

  • CF1 Director (AR) (since 6 Jul 2018)
• Geoffrey Bulman

  IRN GXB00167

  • Appointed representative dealing with clients for which they require qualification (1 Sep 2023 to 7 Dec 2023)
• Geoffrey Dennerley

  IRN GXD01292

  • CF30 Customer (20 Jun 2011 to 31 Dec 2014)
• Geoffrey Morrison Cook

  IRN GMC00026

  • CF1 Director (AR) (3 Feb 2011 to 31 May 2017)
  • CF30 Customer (3 Feb 2011 to 31 May 2017)
• Geoffrey Neil Hodgson

  IRN GNH00001

  • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 2 Jan 2024)
• Geoffrey William Rutherford

  IRN GXR00048

  • CF2 Non Executive Director (AR) (26 Feb 2013 to 16 Feb 2016)
  • CF30 Customer (18 Aug 2010 to 16 Apr 2012)
• Geoffrey William Spittles

  IRN GXS00116

  • CF30 Customer (18 Jun 2014 to 10 Jan 2017)
• Geoffrey Willis

  IRN GXW00134

  • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 17 Nov 2023)
• George Cadbury Kaye Williamson

  IRN GXW01484

  • CF30 Customer (3 Dec 2010 to 21 Mar 2013)
• George Forbes Christie

  IRN GFC01019

  • CF30 Customer (1 Nov 2010 to 18 Aug 2011)

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No changes recorded yet.