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 KXW00041

• (2227)CF21 Investment Adviser (3 Oct 2003 to 5 Jun 2007)
• (2226)CF22 Investment Adviser (Trainee) (26 Jun 2003 to 3 Oct 2003)

IRN KXW00059

• (1129)CF21 Investment Adviser (30 Mar 2006 to 6 Nov 2007)
• (1128)CF22 Investment Adviser (Trainee) (30 Dec 2005 to 30 Mar 2006)

IRN KDH00019

• (2067)CF30 Customer (25 Aug 2009 to 2 Jun 2010)

IRN KJR00023

• (5664)CF21 Investment Adviser (29 Mar 2007 to 6 Nov 2007)
• (5663)CF22 Investment Adviser (Trainee) (13 Feb 2006 to 29 Mar 2007)

IRN KAH00020

• (3889)CF30 Customer (1 Nov 2007 to 7 Sep 2010)
• (3891)CF21 Investment Adviser (4 Jul 2005 to 31 Oct 2007)
• (3890)CF22 Investment Adviser (Trainee) (5 Jul 2004 to 4 Jul 2005)

IRN CXW00029

• (84)CF30 Customer (1 Nov 2007 to 31 Jul 2009)
• (85)CF22 Investment Adviser (Trainee) (1 Feb 2007 to 31 Oct 2007)

IRN KJB00009

• (5413)CF30 Customer (1 Nov 2007 to 29 Sep 2010)
• (5415)CF21 Investment Adviser (26 Aug 2003 to 31 Oct 2007)
• (5414)CF22 Investment Adviser (Trainee) (22 May 2003 to 26 Aug 2003)

IRN KJJ00002

• (2581)CF22 Investment Adviser (Trainee) (21 Feb 2003 to 15 Dec 2004)

IRN KXH00065

• (118)[FCA CF] Manager of certification employee (since 1 Sep 2020)

IRN KLF01028

• (6284)CF30 Customer (10 Mar 2009 to 2 Sep 2010)