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.

  • Darren Anthony St Pierre

    IRN DAS01278

    • CF1 Director (AR) (16 Oct 2015 to 2 Dec 2016)
    • CF30 Customer (31 May 2011 to 2 Dec 2016)
  • Darren Ashley Reuben

    IRN DAR01145

    • CF30 Customer (21 May 2008 to 19 Dec 2011)
  • Darren Brine

    IRN DXB00104

    • CF30 Customer (1 Nov 2007 to 6 Sep 2010)
    • CF21 Investment Adviser (22 Sep 2005 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (28 Jun 2005 to 22 Sep 2005)
  • Darren Chacksfield

    IRN DXC00238

    • CF30 Customer (1 Nov 2007 to 13 Aug 2010)
    • CF21 Investment Adviser (3 Jun 2003 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (27 Dec 2002 to 3 Jun 2003)
  • Darren Fisher

    IRN DXF00012

    • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
    • CF21 Investment Adviser (25 Apr 2007 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (23 Oct 2006 to 25 Apr 2007)
  • Darren Geoffrey Collett

    IRN DGC01057

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 11 Jan 2022)
    • CF1 Director (AR) (15 Oct 2015 to 11 Jan 2022)
    • CF30 Customer (4 Feb 2010 to 11 Jan 2022)
  • Darren Haig

    IRN DXH00247

    • CF30 Customer (25 Mar 2009 to 27 Dec 2011)
  • Darren Henry Edwin Pearce

    IRN DHP00012

    • CF30 Customer (1 Nov 2007 to 9 Jul 2010)
    • CF22 Investment Adviser (Trainee) (4 Oct 2007 to 31 Oct 2007)
  • Darren James Critten

    IRN DJC01365

    • CF30 Customer (2 Dec 2008 to 12 Aug 2014)
  • Darren Littlejohn

    IRN DXL00054

    • CF30 Customer (1 Nov 2007 to 26 May 2009)
    • CF21 Investment Adviser (8 Nov 2006 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (20 Jun 2006 to 8 Nov 2006)
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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.