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.

  • Justin Paul King

    IRN JPK00018

    • CF30 Customer (1 Nov 2007 to 31 Mar 2010)
    • CF21 Investment Adviser (4 Oct 2007 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (1 Dec 2006 to 4 Oct 2007)
  • Justin Richard Linham

    IRN RXJ00052

    • CF21 Investment Adviser (20 May 2002 to 28 Jul 2006)
    • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 20 May 2002)
  • Justin Riley

    IRN JXR09931

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 11 Apr 2022)
    • CF4 Partner (AR) (1 Mar 2019 to 11 Apr 2022)
    • CF30 Customer (4 Jan 2019 to 11 Apr 2022)
  • Justin William Maxwell Bentley

    IRN JWB00011

    • CF30 Customer (1 Nov 2007 to 31 Dec 2012)
    • CF21 Investment Adviser (3 Feb 2006 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (26 Oct 2005 to 3 Feb 2006)
  • Justine Stewart

    IRN JXS00101

    • [FCA CF] Manager of certification employee (since 8 Sep 2025)
  • Justyn James Grant

    IRN JJG00033

    • CF30 Customer (22 Oct 2009 to 4 Jul 2012)
  • Kamal Madan

    IRN KXM00106

    • CF30 Customer (1 Nov 2007 to 29 Nov 2010)
    • CF21 Investment Adviser (30 Sep 2003 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (17 Jul 2003 to 30 Sep 2003)
  • Kamaljit Singh Matharu

    IRN KSM00008

    • CF30 Customer (1 Nov 2007 to 31 Dec 2012)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
  • Karen Charlotte Richardson

    IRN KCS01015

    • CF30 Customer (1 Nov 2007 to 21 Nov 2011)
    • CF21 Investment Adviser (7 Mar 2007 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (16 Jan 2007 to 7 Mar 2007)
  • Karen Elizabeth Cooper

    IRN KEV00001

    • CF30 Customer (1 Nov 2007 to 22 Oct 2012)
    • CF21 Investment Adviser (26 Mar 2007 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (11 Dec 2006 to 26 Mar 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.

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