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.

  • Jonathan Cheng

    IRN JXC00190

    • CF30 Customer (1 Nov 2007 to 29 Sep 2011)
    • CF21 Investment Adviser (19 Jan 2005 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (29 Jul 2004 to 19 Jan 2005)
  • Jonathan Edward Magee

    IRN JXM00226

    • CF30 Customer (1 Nov 2007 to 29 Jul 2010)
    • CF21 Investment Adviser (16 Jun 2006 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (17 Jan 2005 to 16 Jun 2006)
  • Jonathan Edward Storr

    IRN JES00033

    • CF30 Customer (24 Apr 2009 to 31 Mar 2014)
  • Jonathan Griffiths

    IRN JXG00029

    • CF30 Customer (1 Nov 2007 to 24 Dec 2010)
    • CF21 Investment Adviser (13 Jul 2007 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (5 Feb 2007 to 13 Jul 2007)
  • Jonathan Hanbury

    IRN JXM00249

    • CF30 Customer (1 Nov 2007 to 11 May 2011)
    • CF21 Investment Adviser (17 Nov 2005 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (30 Jan 2004 to 30 Aug 2004)
  • Jonathan Harry Shepherd

    IRN JHS01114

    • [FCA CF] Functions requiring qualifications (26 Aug 2021 to 18 Feb 2022)
  • Jonathan Hugh Bennett Blair

    IRN JHB00009

    • CF30 Customer (1 Nov 2007 to 20 Nov 2015)
    • CF21 Investment Adviser (3 Sep 2004 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (5 Mar 2004 to 3 Sep 2004)
  • Jonathan James Bryan

    IRN JJB00037

    • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
    • CF21 Investment Adviser (27 Jun 2007 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (20 Feb 2007 to 27 Jun 2007)
  • Jonathan Kinsley

    IRN JXK35825

    • [FCA CF] Manager of certification employee (since 14 Jul 2025)
  • Jonathan Marris

    IRN JXM00164

    • CF30 Customer (1 Nov 2007 to 12 Aug 2015)
    • 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.