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 LJG01071

• (3115)CF30 Customer (19 Feb 2013 to 8 Dec 2019)

IRN LRP00009

• (3405)CF30 Customer (1 Nov 2007 to 4 Jun 2010)
• (3406)CF22 Investment Adviser (Trainee) (9 May 2007 to 31 Oct 2007)

IRN LAC00019

• (6230)CF30 Customer (1 Oct 2008 to 5 Apr 2012)

IRN LXO00020

• (120)[FCA CF] Manager of certification employee (since 1 Sep 2020)

IRN LHP00003

• (1600)CF30 Customer (1 Nov 2007 to 1 Sep 2008)
• (1602)CF21 Investment Adviser (6 Dec 2005 to 31 Oct 2007)
• (1601)CF22 Investment Adviser (Trainee) (30 Jun 2005 to 6 Dec 2005)

IRN MMS00018

• (2775)CF30 Customer (1 Nov 2007 to 12 Mar 2009)
• (2777)CF21 Investment Adviser (5 Jun 2003 to 31 Oct 2007)
• (2776)CF22 Investment Adviser (Trainee) (23 Dec 2002 to 5 Jun 2003)

IRN MHM00007

• (3368)CF30 Customer (1 Nov 2007 to 8 Dec 2019)
• (3370)CF21 Investment Adviser (25 Jan 2005 to 31 Oct 2007)
• (3369)CF22 Investment Adviser (Trainee) (29 Jun 2004 to 25 Jan 2005)

IRN MSB00010

• (3824)[FCA CF] Functions requiring qualifications (9 Dec 2019 to 4 Feb 2022)
• (3821)CF30 Customer (1 Nov 2007 to 8 Dec 2019)
• (3823)CF21 Investment Adviser (29 Sep 2003 to 31 Oct 2007)
• (3822)CF22 Investment Adviser (Trainee) (28 Apr 2003 to 29 Sep 2003)

IRN MXR01712

• (2284)CF30 Customer (29 Nov 2012 to 22 Aug 2016)

IRN MXB00205

• (513)CF30 Customer (1 Nov 2007 to 31 Jul 2009)
• (515)CF21 Investment Adviser (26 Jun 2002 to 31 Oct 2007)
• (514)CF22 Investment Adviser (Trainee) (24 May 2002 to 26 Jun 2002)