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 MED01045

• (5525)CF30 Customer (1 Nov 2007 to 3 Aug 2011)
• (5527)CF21 Investment Adviser (4 Apr 2005 to 31 Oct 2007)
• (5526)CF22 Investment Adviser (Trainee) (20 Dec 2004 to 4 Apr 2005)

IRN MXB00239

• (5162)[FCA CF] Significant management (1 Sep 2020 to 30 Nov 2021)

IRN MXS00435

• (6532)[FCA CF] Manager of certification employee (9 Jan 2023 to 9 May 2023)

IRN MJH01458

• (214)[FCA CF] Significant management (since 16 Oct 2025)

IRN MXO00055

• (4453)CF30 Customer (1 Nov 2007 to 27 Jul 2015)
• (4455)CF21 Investment Adviser (23 Oct 2006 to 31 Oct 2007)
• (4454)CF22 Investment Adviser (Trainee) (26 Apr 2006 to 23 Oct 2006)

IRN MKM00006

• (398)CF30 Customer (1 Nov 2007 to 21 Dec 2011)
• (400)CF21 Investment Adviser (28 Nov 2006 to 31 Oct 2007)
• (399)CF22 Investment Adviser (Trainee) (22 Oct 2004 to 28 Nov 2006)

IRN DMC00054

• (2710)CF30 Customer (1 Nov 2007 to 31 Dec 2009)
• (2712)CF21 Investment Adviser (19 May 2006 to 31 Oct 2007)
• (2711)CF22 Investment Adviser (Trainee) (7 Apr 2005 to 19 May 2006)

IRN MMS00004

• (980)CF30 Customer (1 Nov 2007 to 31 Dec 2012)
• (982)CF21 Investment Adviser (17 Jun 2002 to 31 Oct 2007)
• (981)CF22 Investment Adviser (Trainee) (4 Feb 2002 to 17 Jun 2002)

IRN MAH00049

• (5958)CF30 Customer (1 Nov 2007 to 22 Dec 2010)
• (5959)CF22 Investment Adviser (Trainee) (25 Jul 2007 to 31 Oct 2007)

IRN MAH00085

• (146)CF21 Investment Adviser (18 Jun 2002 to 16 Dec 2004)
• (145)CF22 Investment Adviser (Trainee) (1 Dec 2001 to 18 Jun 2002)