Quilter Financial Planning Solutions Limited

Date authorised
1 April 2013
Companies House
03276760
Last scraped
1 month ago

Addresses

The contact details this firm has registered with the FCA.

  • 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

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • 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
    • · 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
    • · 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
    • · 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
    • · 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
    • · 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
    • · 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.

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Kevin White

    IRN KXW00041

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

    IRN KXW00059

    • CF21 Investment Adviser (30 Mar 2006 to 6 Nov 2007)
    • CF22 Investment Adviser (Trainee) (30 Dec 2005 to 30 Mar 2006)
  • Kieran David Hall

    IRN KDH00019

    • CF30 Customer (25 Aug 2009 to 2 Jun 2010)
  • Kieron John Robertson

    IRN KJR00023

    • CF21 Investment Adviser (29 Mar 2007 to 6 Nov 2007)
    • CF22 Investment Adviser (Trainee) (13 Feb 2006 to 29 Mar 2007)
  • Kim Annette Houghton

    IRN KAH00020

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

    IRN CXW00029

    • CF30 Customer (1 Nov 2007 to 31 Jul 2009)
    • CF22 Investment Adviser (Trainee) (1 Feb 2007 to 31 Oct 2007)
  • Kim Jonathon Bayliss

    IRN KJB00009

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

    IRN KJJ00002

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

    IRN KXH00065

    • [FCA CF] Manager of certification employee (since 1 Sep 2020)
  • Kirsty Leanne Bedford

    IRN KLF01028

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

Smaller firms operating under this firm's FCA authorisation.

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Recent activity

Updates to this firm's record on the FCA register.

No changes recorded yet.