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 LAG00005

• (5023)CF21 Investment Adviser (30 Nov 2006 to 7 Nov 2007)
• (5022)CF22 Investment Adviser (Trainee) (22 May 2006 to 30 Nov 2006)

IRN LCW01023

• (3698)CF30 Customer (26 Jun 2012 to 7 Jul 2014)

IRN LDH00003

• (2341)CF30 Customer (1 Nov 2007 to 12 Dec 2007)
• (2343)CF21 Investment Adviser (22 Sep 2003 to 31 Oct 2007)
• (2342)CF22 Investment Adviser (Trainee) (31 Jul 2003 to 22 Sep 2003)

IRN LFT00001

• (472)CF30 Customer (1 Nov 2007 to 8 Sep 2010)
• (474)CF21 Investment Adviser (7 Mar 2005 to 31 Oct 2007)
• (473)CF22 Investment Adviser (Trainee) (26 Aug 2004 to 7 Mar 2005)

IRN LXO00005

• (3375)CF30 Customer (28 Jul 2008 to 31 Dec 2012)

IRN LKD00001

• (4878)CF22 Investment Adviser (Trainee) (1 Dec 2001 to 22 Jan 2002)
• (4879)CF21 Investment Adviser (1 Dec 2001 to 22 Jan 2002)

IRN LXH00030

• (2296)CF30 Customer (1 Nov 2007 to 27 Oct 2011)
• (2298)CF21 Investment Adviser (2 Apr 2007 to 31 Oct 2007)
• (2297)CF22 Investment Adviser (Trainee) (15 Jan 2007 to 2 Apr 2007)

IRN LAL00001

• (2543)CF30 Customer (15 Sep 2009 to 18 May 2011)

IRN LAW01036

• (1628)CF30 Customer (1 Nov 2007 to 14 Aug 2009)
• (1630)CF21 Investment Adviser (22 Jun 2007 to 31 Oct 2007)
• (1629)CF22 Investment Adviser (Trainee) (18 Dec 2006 to 22 Jun 2007)

IRN LRB00009

• (2982)[FCA CF] Significant management (1 Sep 2020 to 26 Apr 2021)
• (2980)[FCA CF] Client dealing (1 Sep 2020 to 26 Apr 2021)
• (2981)[FCA CF] Functions requiring qualifications (1 Sep 2020 to 26 Apr 2021)