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 MXG00053

• (2415)CF30 Customer (1 Nov 2007 to 11 May 2010)
• (2417)CF21 Investment Adviser (26 Sep 2006 to 31 Oct 2007)
• (2416)CF22 Investment Adviser (Trainee) (11 May 2006 to 26 Sep 2006)

IRN MGG00007

• (5967)CF30 Customer (17 Feb 2009 to 8 Dec 2019)

IRN MXH00936

• (80)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
• (81)Appointed representative dealing with clients for which they require qualification (since 25 Jan 2023)

IRN MXH00148

• (6436)CF30 Customer (1 Nov 2007 to 9 Jul 2010)
• (6438)CF21 Investment Adviser (11 Apr 2006 to 31 Oct 2007)
• (6437)CF22 Investment Adviser (Trainee) (1 Mar 2006 to 11 Apr 2006)

IRN MXH01913

• (6448)CF1 Director (13 Nov 2006 to 1 May 2007)

IRN MXH02077

• (2213)CF30 Customer (29 Dec 2009 to 12 Jan 2011)

IRN MHK00005

• (3383)CF22 Investment Adviser (Trainee) (1 Dec 2001 to 28 Feb 2003)

IRN MXH00084

• (318)CF30 Customer (1 Nov 2007 to 19 Jul 2010)
• (320)CF21 Investment Adviser (13 Jan 2004 to 31 Oct 2007)
• (319)CF22 Investment Adviser (Trainee) (23 Sep 2003 to 13 Jan 2004)

IRN MJK01129

• (4388)CF30 Customer (30 Sep 2013 to 21 Apr 2016)

IRN MJS01373

• (1174)CF30 Customer (10 Feb 2010 to 11 Oct 2011)