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 LXM00033

• (739)CF30 Customer (28 May 2009 to 30 Oct 2009)

IRN LXS00650

• (5111)Appointed representative dealing with clients for which they require qualification (11 Nov 2024 to 20 Aug 2025)

IRN LAC01128

• (6439)CF4 Partner (AR) (7 Feb 2018 to 5 Aug 2021)

IRN LXH00033

• (5330)CF30 Customer (1 Nov 2007 to 26 May 2009)
• (5331)CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)

IRN LXS01178

• (4232)[FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 May 2022)
• (4229)CF30 Customer (1 Nov 2007 to 8 Dec 2019)
• (4231)CF21 Investment Adviser (3 Aug 2006 to 31 Oct 2007)
• (4230)CF22 Investment Adviser (Trainee) (8 Mar 2006 to 3 Aug 2006)

IRN LXP00025

• (2288)CF30 Customer (1 Nov 2007 to 31 Dec 2012)
• (2290)CF21 Investment Adviser (26 Sep 2007 to 31 Oct 2007)
• (2289)CF22 Investment Adviser (Trainee) (9 Feb 2007 to 27 Sep 2007)

IRN LXF00048

• (94)21. Advising or arranging (bringing about) equity release transactions
• (95)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
• (96)Appointed representative dealing with clients for which they require qualification (since 20 Feb 2023)

IRN LHW00003

• (1056)CF30 Customer (1 Nov 2007 to 3 Aug 2009)
• (1058)CF21 Investment Adviser (23 Aug 2007 to 31 Oct 2007)
• (1057)CF22 Investment Adviser (Trainee) (8 May 2006 to 23 Aug 2007)

IRN LMB01090

• (2665)CF21 Investment Adviser (28 Jun 2006 to 24 Sep 2007)
• (2664)CF22 Investment Adviser (Trainee) (19 Jan 2006 to 28 Jun 2006)

IRN LDS00009

• (975)CF30 Customer (1 Nov 2007 to 13 Apr 2010)
• (977)CF21 Investment Adviser (24 Nov 2004 to 31 Oct 2007)
• (976)CF22 Investment Adviser (Trainee) (15 Mar 2004 to 24 Nov 2004)