Quilter Financial Planning Solutions Limited

Date authorised
1 April 2013
Companies House
03276760
Last scraped
3 weeks ago
Watch for changes

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.

  • Jane Sarah Miller

    IRN JSM00079

    • CF30 Customer (1 Nov 2007 to 14 Jun 2010)
    • CF21 Investment Adviser (4 Mar 2005 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (29 Nov 2004 to 4 Mar 2005)
  • Janet Lesley Slinn

    IRN JLS00002

    • CF30 Customer (1 Nov 2007 to 4 Aug 2009)
    • CF21 Investment Adviser (9 Nov 2004 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (29 Jun 2004 to 9 Nov 2004)
  • Janet Michelle Roche

    IRN JMR00038

    • CF30 Customer (18 Mar 2013 to 11 Jul 2013)
  • Janina Barbara Grzegorzek

    IRN JBG00006

    • CF21 Investment Adviser (1 Dec 2001 to 22 Nov 2004)
  • Jason Breslin

    IRN JXB28421

    • CF30 Customer (12 Feb 2020 to 31 Dec 2025)
    • Appointed representative dealing with clients for which they require qualification (12 Feb 2020 to 31 Dec 2025)
  • Jason Clive Macey

    IRN JCM00061

    • CF30 Customer (25 Feb 2010 to 13 Aug 2010)
    • CF21 Investment Adviser (9 Aug 2004 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (27 Feb 2004 to 9 Aug 2004)
  • Jason Cooke-Willing

    IRN JXC00360

    • CF30 Customer (1 Nov 2007 to 14 May 2010)
    • CF21 Investment Adviser (29 Nov 2005 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (23 Jun 2005 to 29 Nov 2005)
  • Jason Dunford

    IRN JAD01224

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 11 Jan 2022)
    • CF1 Director (AR) (27 Sep 2019 to 11 Jan 2022)
    • CF30 Customer (9 Dec 2015 to 11 Jan 2022)
  • Jason Francis Grech

    IRN JFG00023

    • Appointed representative dealing with clients for which they require qualification (18 Jan 2021 to 22 Mar 2022)
    • CF30 Customer (4 Feb 2010 to 31 Dec 2012)
  • Jason Glynn Gibson

    IRN JXG00104

    • CF30 Customer (1 Nov 2007 to 8 Sep 2010)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
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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.