Quilter Financial Planning Solutions Limited

• Principal Place of Business

  Senator House

  85 Queen Victoria Street

  London

  EC4V 4AB

  UNITED KINGDOM

  Phone

  +442075625800

  Web

  https://www.quilter.com

• Complaints Contact

  Quilter Financial Planning Complaints Department

  Sunderland

  SR43 4JR

  UNITED KINGDOM

  Phone

  +448081415077

• Buy-to-Let Mortgage Advice

• Buy-to-Let Mortgage Arranging

• Pension Transfer Advice

  For Professional, Retail (Investment), Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Stakeholder pension scheme, Unit

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Equity Release Advice

  For Customer, Home reversion plans

• Investment Advice (no pensions)

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Mortgage Advice

  For Customer, Regulated mortgage contract

• Authorised to Operate

  Show 1 limitation Hide limitations

  • · The firm can only agree to carry on the regulated activities specified in this Notice.

• Equity Release Arranging

  For Customer, Home reversion plans

• Arranges Investments

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Mortgage Arranging

  For Customer, Regulated mortgage contract

• Buy-to-Let Start Date

• Buy-to-Let Status

• Credit Brokering

• Debt Advice

  Show 1 limitation Hide limitations

  • · This permission is limited to debt counselling with no debt management activity

• Equity Release Setup

  For Customer, Home reversion plans

• Mortgage Setup

  For Customer, Regulated mortgage contract

• Investment Setup

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Anthony Robert Scammell

  IRN AXS35323

  • [FCA CF] Manager of certification employee (since 1 Jul 2023)
  • [FCA CF] Significant management (since 7 Jan 2022)
• Anthony Rose

  IRN AXR00099

  • CF30 Customer (1 Nov 2007 to 12 Aug 2008)
  • CF21 Investment Adviser (27 Feb 2003 to 31 Oct 2007)
  • CF22 Investment Adviser (Trainee) (11 Nov 2002 to 27 Feb 2003)
• Anthony Wood

  IRN AXW00183

  • CF30 Customer (1 Nov 2007 to 20 Dec 2010)
  • CF21 Investment Adviser (18 May 2007 to 31 Oct 2007)
  • CF22 Investment Adviser (Trainee) (12 Dec 2006 to 18 May 2007)
• Antonis Kyriakides

  IRN AXK00002

  • CF30 Customer (1 Nov 2007 to 28 Jan 2008)
  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
• Antony Hugh Lawrence

  IRN AHL00004

  • CF22 Investment Adviser (Trainee) (1 Mar 2006 to 11 Jun 2007)
• Antony Leslie Still

  IRN ALS00002

  • CF30 Customer (1 Nov 2007 to 30 Nov 2010)
  • CF21 Investment Adviser (10 Aug 2004 to 31 Oct 2007)
  • CF22 Investment Adviser (Trainee) (27 May 2004 to 10 Aug 2004)
• Antony Marc Silver

  IRN AMS00008

  • CF21 Investment Adviser (1 Dec 2001 to 20 Apr 2004)
• Antony Witt

  IRN AXW01737

  • CF30 Customer (25 Apr 2008 to 28 Feb 2019)
• April Bell

  IRN AXB00015

  • [FCA CF] Manager of certification employee (1 Sep 2020 to 17 Aug 2022)
• Archibald Pottinger

  IRN AXP01706

  • CF30 Customer (1 Jul 2011 to 11 Oct 2012)

• Lamberts Independent Financial Services (no longer appointed)

  FRN 200452 · Appointed 28 Jun 2000 · Until 28 Feb 2002

• Malvern Independents (no longer appointed)

  FRN 191893 · Appointed 5 Jun 2000 · Until 28 Feb 2002

• Weale & Hitchen Mortgage Services Limited (no longer appointed)

  FRN 191742 · Appointed 9 May 2000 · Until 28 Feb 2002

• John Turner (no longer appointed)

  FRN 191651 · Appointed 28 Apr 2000 · Until 28 Feb 2002

• Estate Financial Planning (no longer appointed)

  FRN 192013 · Appointed 1 Feb 2000 · Until 28 Feb 2002

• Highlife Financial Services Ltd (no longer appointed)

  FRN 191650 · Appointed 6 Jan 2000 · Until 28 Feb 2002

• Compass Resource Management Ltd (no longer appointed)

  FRN 191649 · Appointed 4 Nov 1999 · Until 28 Feb 2002

• Sudweeks and Sharkett Financial Services (no longer appointed)

  FRN 191648 · Appointed 6 Oct 1999 · Until 28 Feb 2002

• Pendragon IFC Limited (no longer appointed)

  FRN 192012 · Appointed 26 Feb 1999 · Until 28 Feb 2002

• Bankgate Financial Planning Consultancy (no longer appointed)

  FRN 186204 · Appointed 7 Jan 1998 · Until 22 Dec 2010

No changes recorded yet.