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 MXP00116

• (848)CF30 Customer (26 Jan 2011 to 29 Jan 2014)

IRN MCM01183

• (554)4. Giving personal recommendations on retail investment products which are not broker funds
• (553)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
• (556)Appointed representative dealing with clients for which they require qualification (since 9 Sep 2024)
• (555)CF30 Customer (since 3 Sep 2024)

IRN MDT00001

• (5563)CF30 Customer (1 Nov 2007 to 4 Apr 2012)
• (5565)CF21 Investment Adviser (1 Feb 2005 to 31 Oct 2007)
• (5564)CF22 Investment Adviser (Trainee) (19 Apr 2004 to 1 Feb 2005)

IRN MDT01074

• (2129)CF30 Customer (24 Sep 2009 to 30 Dec 2010)

IRN MDB00039

• (644)CF30 Customer (28 Nov 2007 to 13 Oct 2009)

IRN MXD01369

• (2808)CF30 Customer (1 Nov 2007 to 26 Dec 2010)
• (2810)CF21 Investment Adviser (31 May 2006 to 31 May 2006)
• (2809)CF22 Investment Adviser (Trainee) (27 Jan 2006 to 31 Oct 2007)

IRN MDY00001

• (1085)CF30 Customer (1 Nov 2007 to 1 Mar 2011)
• (1087)CF21 Investment Adviser (3 Feb 2005 to 31 Oct 2007)
• (1086)CF22 Investment Adviser (Trainee) (2 Sep 2004 to 3 Feb 2005)

IRN MSE00003

• (5637)CF30 Customer (1 Nov 2007 to 18 Jun 2010)
• (5639)CF21 Investment Adviser (17 May 2004 to 31 Oct 2007)
• (5638)CF22 Investment Adviser (Trainee) (30 Jan 2004 to 17 May 2004)

IRN MEJ00008

• (2794)CF21 Investment Adviser (10 Jun 2003 to 5 Jul 2007)
• (2793)CF22 Investment Adviser (Trainee) (7 Feb 2003 to 10 Jun 2003)

IRN MXG00001

• (3709)CF30 Customer (1 Nov 2007 to 21 Aug 2008)
• (3711)CF21 Investment Adviser (4 May 2006 to 31 Oct 2007)
• (3710)CF22 Investment Adviser (Trainee) (7 Dec 2005 to 4 May 2006)