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 MXS00082

• (801)CF30 Customer (1 Nov 2007 to 21 Feb 2008)
• (803)CF21 Investment Adviser (2 Nov 2004 to 31 Oct 2007)
• (802)CF22 Investment Adviser (Trainee) (12 Jul 2004 to 2 Nov 2004)

IRN MSS01080

• (4097)CF30 Customer (1 Nov 2007 to 25 Jun 2010)
• (4099)CF21 Investment Adviser (15 Aug 2006 to 31 Oct 2007)
• (4098)CF22 Investment Adviser (Trainee) (13 Feb 2006 to 15 Aug 2006)

IRN MXM00047

• (2375)CF21 Investment Adviser (2 Mar 2004 to 30 Nov 2005)
• (2374)CF22 Investment Adviser (Trainee) (13 Jun 2003 to 2 Mar 2004)

IRN MJJ01083

• (2106)CF30 Customer (10 Jan 2012 to 20 Oct 2019)

IRN MSP00016

• (4268)CF30 Customer (1 Nov 2007 to 9 Apr 2014)
• (4270)CF21 Investment Adviser (23 Jul 2002 to 31 Oct 2007)
• (4269)CF22 Investment Adviser (Trainee) (1 Mar 2002 to 23 Jul 2002)

IRN MVV00001

• (5891)CF30 Customer (1 Nov 2007 to 28 Mar 2013)
• (5892)CF22 Investment Adviser (Trainee) (23 Jun 2004 to 31 Oct 2007)

IRN MHD00001

• (5083)[FCA CF] Manager of certification employee (1 Sep 2020 to 25 May 2022)

IRN MJH00089

• (3596)CF30 Customer (26 Jan 2010 to 25 Mar 2011)

IRN MJM00024

• (2768)CF30 Customer (1 Nov 2007 to 16 Sep 2008)
• (2770)CF21 Investment Adviser (30 May 2003 to 31 Oct 2007)
• (2769)CF22 Investment Adviser (Trainee) (27 Dec 2002 to 30 May 2003)

IRN MLH00016

• (4261)[FCA CF] Functions requiring qualifications (9 Dec 2019 to 23 Apr 2021)
• (4258)CF30 Customer (1 Nov 2007 to 8 Dec 2019)
• (4260)CF21 Investment Adviser (27 Jul 2004 to 31 Oct 2007)
• (4259)CF22 Investment Adviser (Trainee) (30 Jan 2004 to 27 Jul 2004)