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 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)

IRN MJP00083

• (5713)CF30 Customer (1 Nov 2007 to 9 Nov 2010)
• (5715)CF21 Investment Adviser (10 Jul 2006 to 31 Oct 2007)
• (5714)CF22 Investment Adviser (Trainee) (7 Jun 2006 to 11 Jul 2006)

IRN MXW00093

• (2051)CF21 Investment Adviser (20 May 2002 to 22 Nov 2004)
• (2050)CF22 Investment Adviser (Trainee) (1 Dec 2001 to 20 May 2002)

IRN MJH00104

• (2569)CF21 Investment Adviser (26 Apr 2005 to 24 Sep 2007)
• (2568)CF22 Investment Adviser (Trainee) (3 Dec 2004 to 26 Apr 2005)

IRN MXL00079

• (4827)CF30 Customer (1 Nov 2007 to 24 Jun 2010)
• (4829)CF21 Investment Adviser (28 Nov 2006 to 31 Oct 2007)
• (4828)CF22 Investment Adviser (Trainee) (18 Jul 2006 to 28 Nov 2006)

IRN MNP00003

• (155)CF30 Customer (1 Nov 2007 to 16 Dec 2010)
• (157)CF21 Investment Adviser (15 Jun 2005 to 31 Oct 2007)
• (156)CF22 Investment Adviser (Trainee) (22 Mar 2005 to 15 Jun 2005)

IRN MNS00005

• (5914)CF30 Customer (1 Nov 2007 to 16 May 2011)
• (5916)CF21 Investment Adviser (16 Aug 2004 to 31 Oct 2007)
• (5915)CF22 Investment Adviser (Trainee) (22 Mar 2004 to 16 Aug 2004)

IRN MXI00003

• (3912)CF30 Customer (1 Nov 2007 to 13 Jun 2008)
• (3914)CF21 Investment Adviser (9 Jun 2003 to 31 Oct 2007)
• (3913)CF22 Investment Adviser (Trainee) (25 Mar 2003 to 9 Jun 2003)

IRN MPG00013

• (76)CF30 Customer (1 Nov 2007 to 27 Apr 2010)
• (78)CF21 Investment Adviser (7 Sep 2005 to 31 Oct 2007)
• (77)CF22 Investment Adviser (Trainee) (28 Jun 2005 to 7 Sep 2005)

IRN MRB00027

• (6347)CF30 Customer (30 Dec 2008 to 5 Feb 2013)