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 KCP00010

• (1102)CF21 Investment Adviser (1 Dec 2001 to 15 Dec 2005)

IRN KCW01012

• (1107)CF30 Customer (1 Nov 2007 to 2 Sep 2010)
• (1109)CF21 Investment Adviser (15 Oct 2004 to 31 Oct 2007)
• (1108)CF22 Investment Adviser (Trainee) (8 Jul 2004 to 15 Oct 2004)

IRN KIM00004

• (626)CF30 Customer (1 Nov 2007 to 5 May 2011)
• (627)CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)

IRN KWJ00003

• (4944)CF30 Customer (1 Nov 2007 to 8 Dec 2019)
• (4946)CF21 Investment Adviser (21 Mar 2007 to 31 Oct 2007)
• (4945)CF22 Investment Adviser (Trainee) (9 Jan 2007 to 21 Mar 2007)

IRN KXJ00028

• (4789)CF30 Customer (31 Mar 2010 to 30 Nov 2010)

IRN KJB00042

• (2948)CF30 Customer (18 Apr 2018 to 31 Jul 2020)

IRN KLB00013

• (5380)CF30 Customer (1 Nov 2007 to 24 Jan 2012)
• (5382)CF21 Investment Adviser (6 Jun 2006 to 31 Oct 2007)
• (5381)CF22 Investment Adviser (Trainee) (25 Jan 2006 to 6 Jun 2006)

IRN KMP00004

• (5680)CF30 Customer (1 Nov 2007 to 25 Mar 2011)
• (5682)CF21 Investment Adviser (27 Oct 2006 to 31 Oct 2007)
• (5681)CF22 Investment Adviser (Trainee) (8 Aug 2006 to 27 Oct 2006)

IRN KMJ00004

• (2619)CF30 Customer (1 Nov 2007 to 16 Nov 2009)
• (2620)CF22 Investment Adviser (Trainee) (1 Dec 2001 to 31 Oct 2007)

IRN KMS01033

• (1192)CF30 Customer (1 Nov 2007 to 19 Feb 2016)
• (1194)CF21 Investment Adviser (29 May 2007 to 31 Oct 2007)
• (1193)CF22 Investment Adviser (Trainee) (18 Jan 2007 to 29 May 2007)