Quilter Financial Planning Solutions Limited

Date authorised
1 April 2013
Companies House
03276760
Last scraped
3 weeks ago
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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.

  • Jeremy Coles

    IRN JXC00166

    • CF30 Customer (1 Nov 2007 to 31 Dec 2012)
    • CF21 Investment Adviser (17 Nov 2004 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (7 Sep 2004 to 17 Nov 2004)
  • Jeremy Douglas Charles

    IRN JDC01152

    • CF2 Non Executive Director (19 Jun 2014 to 30 Jun 2016)
  • Jeremy Edward Cox

    IRN JEC00034

    • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
    • CF22 Investment Adviser (Trainee) (10 Sep 2007 to 31 Oct 2007)
  • Jeremy Edward Tabor

    IRN JET00023

    • CF22 Investment Adviser (Trainee) (29 Apr 2002 to 15 Dec 2004)
  • Jeremy John Dinneen

    IRN JJD00013

    • CF30 Customer (1 Nov 2007 to 22 May 2009)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
  • Jeremy Kaye

    IRN JXK00036

    • CF30 Customer (1 Nov 2007 to 23 Dec 2015)
    • CF21 Investment Adviser (8 Mar 2007 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (6 Sep 2006 to 8 Mar 2007)
  • Jeremy Lovell Carrington

    IRN JLC00001

    • CF30 Customer (1 Nov 2007 to 31 Dec 2012)
    • CF22 Investment Adviser (Trainee) (16 Oct 2007 to 31 Oct 2007)
  • Jeremy Mugridge

    IRN JXM34943

    • [FCA CF] Significant management (6 May 2022 to 26 Jun 2025)
  • Jeremy Richard Coates

    IRN JRC00006

    • CF30 Customer (1 Nov 2007 to 9 Jul 2009)
    • CF21 Investment Adviser (2 Oct 2007 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (20 Dec 2005 to 2 Oct 2007)
  • Jeremy Wilks

    IRN JXW00054

    • CF30 Customer (1 Nov 2007 to 11 May 2010)
    • CF21 Investment Adviser (28 Apr 2005 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (10 Dec 2004 to 28 Apr 2005)
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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.