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 JXC00190

• (719)CF30 Customer (1 Nov 2007 to 29 Sep 2011)
• (721)CF21 Investment Adviser (19 Jan 2005 to 31 Oct 2007)
• (720)CF22 Investment Adviser (Trainee) (29 Jul 2004 to 19 Jan 2005)

IRN JXM00226

• (4805)CF30 Customer (1 Nov 2007 to 29 Jul 2010)
• (4807)CF21 Investment Adviser (16 Jun 2006 to 31 Oct 2007)
• (4806)CF22 Investment Adviser (Trainee) (17 Jan 2005 to 16 Jun 2006)

IRN JES00033

• (5770)CF30 Customer (24 Apr 2009 to 31 Mar 2014)

IRN JXG00029

• (2860)CF30 Customer (1 Nov 2007 to 24 Dec 2010)
• (2862)CF21 Investment Adviser (13 Jul 2007 to 31 Oct 2007)
• (2861)CF22 Investment Adviser (Trainee) (5 Feb 2007 to 13 Jul 2007)

IRN JXM00249

• (436)CF30 Customer (1 Nov 2007 to 11 May 2011)
• (438)CF21 Investment Adviser (17 Nov 2005 to 31 Oct 2007)
• (437)CF22 Investment Adviser (Trainee) (31 May 2005 to 17 Nov 2005)

IRN JHS01114

• (3051)[FCA CF] Functions requiring qualifications (26 Aug 2021 to 18 Feb 2022)

IRN JHB00009

• (2403)CF30 Customer (1 Nov 2007 to 20 Nov 2015)
• (2405)CF21 Investment Adviser (3 Sep 2004 to 31 Oct 2007)
• (2404)CF22 Investment Adviser (Trainee) (5 Mar 2004 to 3 Sep 2004)

IRN JJB00037

• (3279)CF30 Customer (1 Nov 2007 to 8 Dec 2019)
• (3281)CF21 Investment Adviser (27 Jun 2007 to 31 Oct 2007)
• (3280)CF22 Investment Adviser (Trainee) (20 Feb 2007 to 27 Jun 2007)

IRN JXK35825

• (147)[FCA CF] Manager of certification employee (since 14 Jul 2025)

IRN JXM00164

• (5364)CF30 Customer (1 Nov 2007 to 12 Aug 2015)
• (5365)CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)