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 MGB01115

• (5510)[FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Jan 2023)
• (5509)CF30 Customer (31 Mar 2011 to 8 Dec 2019)

IRN MCH01069

• (4236)CF30 Customer (1 Nov 2007 to 20 Jan 2015)
• (4238)CF21 Investment Adviser (10 Nov 2006 to 31 Oct 2007)
• (4237)CF22 Investment Adviser (Trainee) (1 Aug 2006 to 10 Nov 2006)

IRN MXE00035

• (6460)CF30 Customer (1 Nov 2007 to 19 May 2010)
• (6462)CF21 Investment Adviser (22 Nov 2004 to 31 Oct 2007)
• (6461)CF22 Investment Adviser (Trainee) (7 Oct 2004 to 22 Nov 2004)

IRN MGL01071

• (172)CF30 Customer (3 May 2014 to 8 Dec 2019)

IRN MHD00013

• (4611)CF30 Customer (1 Nov 2007 to 5 Apr 2011)
• (4612)CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)

IRN MXL00082

• (4676)[FCA CF] Functions requiring qualifications (9 Dec 2019 to 9 Oct 2023)
• (4674)CF30 Customer (1 Nov 2007 to 8 Dec 2019)
• (4675)CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)

IRN MJM00005

• (4353)CF30 Customer (4 Nov 2009 to 30 Dec 2010)

IRN MJA00030

• (3571)CF30 Customer (1 Nov 2007 to 20 Feb 2014)
• (3573)CF21 Investment Adviser (9 Feb 2005 to 31 Oct 2007)
• (3572)CF22 Investment Adviser (Trainee) (8 Nov 2004 to 9 Feb 2005)

IRN MJH00219

• (647)4. Giving personal recommendations on retail investment products which are not broker funds
• (646)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
• (645)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
• (644)21. Advising or arranging (bringing about) equity release transactions
• (649)Appointed representative dealing with clients for which they require qualification (since 16 Feb 2023)
• (650)CF1 Director (AR) (since 22 Mar 2019)
• (648)CF30 Customer (since 1 Nov 2007)
• (5735)CF21 Investment Adviser (23 Feb 2006 to 31 Oct 2007)
• (5734)CF22 Investment Adviser (Trainee) (23 Dec 2005 to 23 Feb 2006)

IRN MXP00171

• (107)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
• (108)[FCA CF] Functions requiring qualifications (since 9 Dec 2019)