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 MAY00006

• (3825)CF30 Customer (29 May 2014 to 31 Oct 2017)

IRN MAF00017

• (495)CF30 Customer (1 Sep 2011 to 27 Sep 2011)

IRN MAR00042

• (4792)CF30 Customer (1 Nov 2007 to 5 Jul 2011)
• (4794)CF21 Investment Adviser (28 Feb 2006 to 31 Oct 2007)
• (4793)CF22 Investment Adviser (Trainee) (21 Nov 2005 to 28 Feb 2006)

IRN MAG00013

• (4233)CF30 Customer (1 Nov 2007 to 6 Jul 2010)
• (4235)CF21 Investment Adviser (15 Oct 2002 to 31 Oct 2007)
• (4234)CF22 Investment Adviser (Trainee) (29 May 2002 to 15 Oct 2002)

IRN MXA00043

• (896)CF30 Customer (1 Nov 2007 to 31 Dec 2012)
• (898)CF21 Investment Adviser (17 Jan 2003 to 31 Oct 2007)
• (897)CF22 Investment Adviser (Trainee) (4 Feb 2002 to 17 Jan 2003)

IRN MAB00015

• (4114)CF30 Customer (1 Nov 2007 to 25 Oct 2019)
• (4116)CF21 Investment Adviser (25 Jul 2007 to 31 Oct 2007)
• (4115)CF22 Investment Adviser (Trainee) (8 Mar 2007 to 25 Jul 2007)

IRN MAB01272

• (3703)CF30 Customer (1 Nov 2007 to 30 Jul 2009)
• (3705)CF21 Investment Adviser (26 Jul 2005 to 31 Oct 2007)
• (3704)CF22 Investment Adviser (Trainee) (15 Feb 2005 to 26 Jul 2005)

IRN MAC00079

• (5966)CF30 Customer (17 Aug 2009 to 21 Sep 2012)

IRN MAJ00001

• (2647)CF30 Customer (23 Apr 2009 to 7 Dec 2015)

IRN MAH00035

• (2383)CF22 Investment Adviser (Trainee) (30 Apr 2003 to 16 Dec 2004)