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 MRW00019

• (4986)CF30 Customer (1 Nov 2007 to 26 Nov 2008)
• (4988)CF21 Investment Adviser (25 Feb 2005 to 31 Oct 2007)
• (4987)CF22 Investment Adviser (Trainee) (16 Oct 2004 to 25 Feb 2005)

IRN MRJ00014

• (4629)CF30 Customer (6 Aug 2008 to 14 Nov 2012)

IRN MRB00013

• (5267)CF30 Customer (1 Nov 2007 to 18 Jun 2010)
• (5269)CF21 Investment Adviser (2 Oct 2007 to 31 Oct 2007)
• (5268)CF22 Investment Adviser (Trainee) (8 Nov 2002 to 2 Oct 2007)

IRN MRB00051

• (4012)CF30 Customer (29 Sep 2009 to 31 Dec 2011)

IRN MXS01908

• (2115)CF1 Director (10 Jul 2003 to 14 Feb 2005)

IRN MAS00100

• (4661)[FCA CF] Functions requiring qualifications (9 Dec 2019 to 8 Sep 2025)
• (4660)CF30 Customer (27 Jan 2009 to 8 Dec 2019)

IRN MXS00153

• (4756)CF30 Customer (28 Jun 2010 to 11 Apr 2013)

IRN MSC01068

• (3867)CF21 Investment Adviser (29 Nov 2005 to 31 Dec 2005)
• (3866)CF22 Investment Adviser (Trainee) (27 Jun 2005 to 29 Nov 2005)

IRN MAT00043

• (353)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
• (352)21. Advising or arranging (bringing about) equity release transactions
• (354)[FCA CF] Functions requiring qualifications (since 9 Dec 2019)
• (4458)CF30 Customer (1 Nov 2007 to 8 Sep 2017)
• (4460)CF21 Investment Adviser (29 Jun 2006 to 31 Oct 2007)
• (4459)CF22 Investment Adviser (Trainee) (31 Dec 2005 to 29 Jun 2006)

IRN MDT00021

• (3682)[FCA CF] Manager of certification employee (1 Sep 2020 to 23 Jul 2021)