Quilter Financial Planning Solutions Limited

Principal Place of Business

Phone

+442075625800

Web

https://www.quilter.com

Complaints Contact

Phone

+448081415077

Buy-to-Let Mortgage Advice

Buy-to-Let Mortgage Arranging

Pension Transfer Advice

For Retail (Investment), Professional, Unit, Life Policy, Stakeholder pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Personal pension scheme

Equity Release Advice

For Customer, Home reversion plans

Investment Advice (no pensions)

For Retail (Non-Investment Insurance), Commercial, Retail (Investment), Professional, Structured Deposits, Share, Debenture, Government and public security, Warrant, Certificates representing certain security, Unit, Life Policy, Stakeholder pension scheme, Rights to or interests in investments (Security), Rights to or interests in investments (Contractually Based Investments), Non-investment insurance contracts, Personal pension scheme

Mortgage Advice

For Customer, Regulated mortgage contract

Authorised to Operate

Equity Release Arranging

For Customer, Home reversion plans

Arranges Investments

For Retail (Non-Investment Insurance), Commercial, Retail (Investment), Professional, Structured Deposits, Share, Debenture, Government and public security, Warrant, Certificates representing certain security, Unit, Life Policy, Stakeholder pension scheme, Rights to or interests in investments (Security), Rights to or interests in investments (Contractually Based Investments), Non-investment insurance contracts, Personal pension scheme

Mortgage Arranging

For Customer, Regulated mortgage contract

Credit Brokering

Debt Advice

Equity Release Setup

For Customer, Home reversion plans

Mortgage Setup

For Customer, Regulated mortgage contract

Investment Setup

For Retail (Non-Investment Insurance), Commercial, Retail (Investment), Professional, Structured Deposits, Share, Debenture, Government and public security, Warrant, Certificates representing certain security, Unit, Life Policy, Stakeholder pension scheme, Rights to or interests in investments (Security), Rights to or interests in investments (Contractually Based Investments), Non-investment insurance contracts, Personal pension scheme

IRN MOI00001

• (3430)CF30 Customer (1 Nov 2007 to 31 Dec 2011)
• (3432)CF21 Investment Adviser (27 Dec 2006 to 31 Oct 2007)
• (3431)CF22 Investment Adviser (Trainee) (21 Sep 2006 to 27 Dec 2006)

IRN MOS01018

• (721)SMF2 Chief Finance (since 14 Sep 2023)
• (6445)SMF7 Group Entity Senior Manager (9 Dec 2019 to 13 Sep 2023)
• (6447)CF1 Director (28 Feb 2019 to 8 Dec 2019)
• (6446)CF2 Non Executive Director (15 Jul 2016 to 28 Feb 2019)

IRN MXP00057

• (5631)CF30 Customer (1 Nov 2007 to 8 Dec 2019)
• (5633)CF21 Investment Adviser (3 Sep 2004 to 31 Oct 2007)
• (5632)CF22 Investment Adviser (Trainee) (2 Jan 2004 to 3 Sep 2004)

IRN MAP00017

• (5503)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 17 Jun 2021)
• (5502)CF30 Customer (14 Jul 2009 to 8 Dec 2019)

IRN MPT00010

• (4901)CF30 Customer (1 Nov 2007 to 31 Dec 2012)
• (4902)CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)

IRN MXP00096

• (3459)CF30 Customer (1 Nov 2007 to 8 Oct 2009)
• (3461)CF21 Investment Adviser (17 Nov 2005 to 31 Oct 2007)
• (3460)CF22 Investment Adviser (Trainee) (1 Jul 2005 to 17 Nov 2005)

IRN MAP00056

• (3543)CF30 Customer (19 Aug 2008 to 8 Dec 2019)

IRN MWP00018

• (4129)CF30 Customer (1 Nov 2007 to 29 Jan 2013)
• (4131)CF21 Investment Adviser (17 Jun 2005 to 31 Oct 2007)
• (4130)CF22 Investment Adviser (Trainee) (16 Oct 2004 to 17 Jun 2005)

IRN MXR01338

• (4198)CF30 Customer (19 Nov 2007 to 12 Dec 2007)

IRN MRH00053

• (5287)CF22 Investment Adviser (Trainee) (23 Oct 2006 to 24 Jul 2007)