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.

  • Anthony Robert Scammell

    IRN AXS35323

    • [FCA CF] Manager of certification employee (since 1 Jul 2023)
    • [FCA CF] Significant management (since 7 Jan 2022)
  • Anthony Rose

    IRN AXR00099

    • CF30 Customer (1 Nov 2007 to 12 Aug 2008)
    • CF21 Investment Adviser (27 Feb 2003 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (11 Nov 2002 to 27 Feb 2003)
  • Anthony Wood

    IRN AXW00183

    • CF30 Customer (1 Nov 2007 to 20 Dec 2010)
    • CF21 Investment Adviser (18 May 2007 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (12 Dec 2006 to 18 May 2007)
  • Antonis Kyriakides

    IRN AXK00002

    • CF30 Customer (1 Nov 2007 to 28 Jan 2008)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
  • Antony Hugh Lawrence

    IRN AHL00004

    • CF22 Investment Adviser (Trainee) (1 Mar 2006 to 11 Jun 2007)
  • Antony Leslie Still

    IRN ALS00002

    • CF30 Customer (1 Nov 2007 to 30 Nov 2010)
    • CF21 Investment Adviser (10 Aug 2004 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (27 May 2004 to 10 Aug 2004)
  • Antony Marc Silver

    IRN AMS00008

    • CF21 Investment Adviser (1 Dec 2001 to 20 Apr 2004)
  • Antony Witt

    IRN AXW01737

    • CF30 Customer (25 Apr 2008 to 28 Feb 2019)
  • April Bell

    IRN AXB00015

    • [FCA CF] Manager of certification employee (1 Sep 2020 to 17 Aug 2022)
  • Archibald Pottinger

    IRN AXP01706

    • CF30 Customer (1 Jul 2011 to 11 Oct 2012)
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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.