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 JBS00009

• (4967)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Nov 2022)
• (4968)CF1 Director (AR) (30 Mar 2019 to 30 Nov 2022)
• (4966)CF30 Customer (5 Nov 2009 to 30 Nov 2022)

IRN JBW00011

• (1452)CF22 Investment Adviser (Trainee) (28 Mar 2007 to 21 Aug 2007)

IRN JBG00002

• (5850)CF30 Customer (7 Jan 2009 to 31 Dec 2011)

IRN JXH00166

• (1988)CF21 Investment Adviser (1 Dec 2001 to 5 Dec 2005)

IRN JBR00008

• (2701)CF21 Investment Adviser (1 Dec 2001 to 15 Dec 2004)

IRN JBS00017

• (2239)CF30 Customer (1 Nov 2007 to 16 Nov 2009)
• (2240)CF22 Investment Adviser (Trainee) (1 Dec 2001 to 31 Oct 2007)

IRN JXC00049

• (1463)CF30 Customer (1 Nov 2007 to 22 Sep 2010)
• (1465)CF21 Investment Adviser (27 Mar 2002 to 31 Oct 2007)
• (1464)CF22 Investment Adviser (Trainee) (1 Dec 2001 to 27 Mar 2002)

IRN JXC00184

• (1707)CF30 Customer (1 Nov 2007 to 15 Dec 2011)
• (1709)CF21 Investment Adviser (19 Aug 2005 to 31 Oct 2007)
• (1708)CF22 Investment Adviser (Trainee) (14 Oct 2004 to 19 Aug 2005)

IRN JKC00004

• (3782)CF30 Customer (1 Nov 2007 to 29 Dec 2011)
• (3783)CF22 Investment Adviser (Trainee) (1 Mar 2007 to 31 Oct 2007)

IRN JCW01175

• (171)[FCA CF] Significant management (since 16 Jan 2026)