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.

  • John Barry Stovell

    IRN JBS00009

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Nov 2022)
    • CF1 Director (AR) (30 Mar 2019 to 30 Nov 2022)
    • CF30 Customer (5 Nov 2009 to 30 Nov 2022)
  • John Barton Watson

    IRN JBW00011

    • CF22 Investment Adviser (Trainee) (28 Mar 2007 to 21 Aug 2007)
  • John Beverley Gaulton

    IRN JBG00002

    • CF30 Customer (7 Jan 2009 to 31 Dec 2011)
  • John Brian Hibbs

    IRN JXH00166

    • CF21 Investment Adviser (1 Dec 2001 to 5 Dec 2005)
  • John Brian Rostron

    IRN JBR00008

    • CF21 Investment Adviser (1 Dec 2001 to 15 Dec 2004)
  • John Brian Samm

    IRN JBS00017

    • CF30 Customer (1 Nov 2007 to 16 Nov 2009)
    • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 31 Oct 2007)
  • John Cancelliere

    IRN JXC00049

    • CF30 Customer (1 Nov 2007 to 22 Sep 2010)
    • CF21 Investment Adviser (27 Mar 2002 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 27 Mar 2002)
  • John Cary

    IRN JXC00184

    • CF30 Customer (1 Nov 2007 to 15 Dec 2011)
    • CF21 Investment Adviser (19 Aug 2005 to 19 Aug 2005)
    • CF22 Investment Adviser (Trainee) (14 Oct 2004 to 19 Aug 2005)
  • John Chappell

    IRN JKC00004

    • CF30 Customer (1 Nov 2007 to 29 Dec 2011)
    • CF22 Investment Adviser (Trainee) (1 Mar 2007 to 31 Oct 2007)
  • John Charles Amies Wilkinson

    IRN JCW01175

    • [FCA CF] Significant management (since 16 Jan 2026)
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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.