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 KXS00084

• (6210)CF21 Investment Adviser (1 Dec 2001 to 30 Jan 2004)

IRN KSG01031

• (1489)CF28 Systems and controls (20 Apr 2010 to 14 Sep 2010)
• (1488)CF29 Significant management (24 Apr 2009 to 20 Apr 2010)

IRN KVL00002

• (708)CF21 Investment Adviser (12 Nov 2002 to 31 Aug 2003)
• (707)CF22 Investment Adviser (Trainee) (12 Nov 2002 to 12 Nov 2002)

IRN KWH00015

• (4045)CF30 Customer (1 Nov 2007 to 12 Oct 2009)
• (4047)CF21 Investment Adviser (1 Aug 2005 to 31 Oct 2007)
• (4046)CF22 Investment Adviser (Trainee) (26 Jan 2005 to 1 Aug 2005)

IRN KWS00012

• (2409)CF30 Customer (1 Nov 2007 to 31 Dec 2009)
• (2411)CF21 Investment Adviser (20 Sep 2006 to 31 Oct 2007)
• (2410)CF22 Investment Adviser (Trainee) (17 May 2006 to 20 Sep 2006)

IRN KWC00001

• (2400)CF30 Customer (1 Nov 2007 to 31 Dec 2009)
• (2402)CF21 Investment Adviser (25 May 2004 to 31 Oct 2007)
• (2401)CF22 Investment Adviser (Trainee) (23 Jan 2004 to 25 May 2004)

IRN KWR00004

• (2040)CF30 Customer (1 Nov 2007 to 4 Jun 2008)
• (2042)CF21 Investment Adviser (31 May 2007 to 31 Oct 2007)
• (2041)CF22 Investment Adviser (Trainee) (3 Oct 2006 to 31 May 2007)

IRN KJW00043

• (6315)CF30 Customer (1 Nov 2007 to 12 Apr 2012)
• (6316)CF24 Pension Transfer Specialist (25 Jul 2002 to 31 Oct 2007)
• (6317)CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)

IRN KRW00015

• (6030)CF30 Customer (23 May 2013 to 8 Dec 2019)

IRN KXM00060

• (2094)CF30 Customer (1 Nov 2007 to 31 Dec 2012)
• (2095)CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)