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 MXH03255

• (5110)[FCA CF] Significant management (13 Mar 2025 to 31 Dec 2025)
• (5109)[FCA CF] Material risk taker (13 Mar 2025 to 14 Mar 2025)

IRN MJH00210

• (3664)[FCA CF] Functions requiring qualifications (9 Dec 2019 to 6 Dec 2021)
• (3663)CF30 Customer (10 Nov 2009 to 8 Dec 2019)

IRN MJB00046

• (1743)CF30 Customer (1 Nov 2007 to 31 Dec 2009)
• (1745)CF21 Investment Adviser (24 Oct 2007 to 31 Oct 2007)
• (1744)CF22 Investment Adviser (Trainee) (5 Jun 2007 to 24 Oct 2007)

IRN MJG01270

• (5900)CF30 Customer (25 Mar 2011 to 8 Aug 2011)

IRN MJG00129

• (362)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
• (361)7. Giving personal recommendations on long-term care insurance contracts
• (363)4. Giving personal recommendations on retail investment products which are not broker funds
• (364)[FCA CF] Functions requiring qualifications (since 9 Dec 2019)
• (4483)CF30 Customer (8 Dec 2008 to 8 Dec 2019)

IRN MJN00015

• (3137)CF30 Customer (1 Nov 2007 to 4 Jul 2012)
• (3139)CF21 Investment Adviser (17 Jul 2006 to 31 Oct 2007)
• (3138)CF22 Investment Adviser (Trainee) (17 Feb 2006 to 19 Jul 2006)

IRN MJB01582

• (1471)CF30 Customer (12 Dec 2012 to 28 Feb 2014)

IRN MLS00011

• (4914)CF30 Customer (24 Jan 2011 to 17 Jan 2013)

IRN MXL02043

• (5467)CF30 Customer (25 Jul 2014 to 21 Feb 2017)

IRN MMS01035

• (4356)CF30 Customer (1 Nov 2007 to 24 Dec 2010)
• (4358)CF21 Investment Adviser (2 Sep 2004 to 31 Oct 2007)
• (4357)CF22 Investment Adviser (Trainee) (29 Mar 2004 to 2 Sep 2004)