Quilter Financial Planning Solutions Limited

Principal Place of Business

Phone

+442075625800

Web

https://www.quilter.com

Complaints Contact

Phone

+448081415077

Buy-to-Let Mortgage Advice

Buy-to-Let Mortgage Arranging

Pension Transfer Advice

For Retail (Investment), Professional, Unit, Life Policy, Stakeholder pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Personal pension scheme

Equity Release Advice

For Customer, Home reversion plans

Investment Advice (no pensions)

For Retail (Non-Investment Insurance), Commercial, Retail (Investment), Professional, Structured Deposits, Share, Debenture, Government and public security, Warrant, Certificates representing certain security, Unit, Life Policy, Stakeholder pension scheme, Rights to or interests in investments (Security), Rights to or interests in investments (Contractually Based Investments), Non-investment insurance contracts, Personal pension scheme

Mortgage Advice

For Customer, Regulated mortgage contract

Authorised to Operate

Equity Release Arranging

For Customer, Home reversion plans

Arranges Investments

For Retail (Non-Investment Insurance), Commercial, Retail (Investment), Professional, Structured Deposits, Share, Debenture, Government and public security, Warrant, Certificates representing certain security, Unit, Life Policy, Stakeholder pension scheme, Rights to or interests in investments (Security), Rights to or interests in investments (Contractually Based Investments), Non-investment insurance contracts, Personal pension scheme

Mortgage Arranging

For Customer, Regulated mortgage contract

Credit Brokering

Debt Advice

Equity Release Setup

For Customer, Home reversion plans

Mortgage Setup

For Customer, Regulated mortgage contract

Investment Setup

For Retail (Non-Investment Insurance), Commercial, Retail (Investment), Professional, Structured Deposits, Share, Debenture, Government and public security, Warrant, Certificates representing certain security, Unit, Life Policy, Stakeholder pension scheme, Rights to or interests in investments (Security), Rights to or interests in investments (Contractually Based Investments), Non-investment insurance contracts, Personal pension scheme

IRN LXA00006

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

IRN LXB01979

• (2988)[FCA CF] Functions requiring qualifications (7 Dec 2022 to 9 Jan 2024)
• (2987)[FCA CF] Client dealing (7 Dec 2022 to 9 Jan 2024)

IRN LPS01015

• (203)CF30 Customer (1 Nov 2007 to 31 Dec 2012)
• (205)CF21 Investment Adviser (24 Jul 2007 to 31 Oct 2007)
• (204)CF22 Investment Adviser (Trainee) (18 Jan 2007 to 24 Jul 2007)

IRN LXR00003

• (4490)CF30 Customer (19 Mar 2010 to 31 Dec 2011)

IRN LSS00004

• (1390)CF30 Customer (1 Nov 2007 to 8 Dec 2019)
• (1392)CF21 Investment Adviser (8 Jun 2004 to 31 Oct 2007)
• (1391)CF22 Investment Adviser (Trainee) (22 Mar 2004 to 8 Jun 2004)

IRN LEG00001

• (1607)CF30 Customer (2 Nov 2009 to 31 Dec 2012)

IRN LJT01038

• (3447)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 5 Sep 2025)
• (3446)CF30 Customer (21 Jul 2016 to 19 Sep 2025)

IRN LJG00021

• (206)CF30 Customer (1 Nov 2007 to 31 Dec 2012)
• (208)CF21 Investment Adviser (6 Aug 2007 to 31 Oct 2007)
• (207)CF22 Investment Adviser (Trainee) (8 Feb 2007 to 6 Aug 2007)

IRN LMC01066

• (172)[FCA CF] Manager of certification employee (since 1 Sep 2020)

IRN LJR00003

• (5098)[FCA CF] Functions requiring qualifications (1 Sep 2020 to 1 Apr 2025)
• (5097)[FCA CF] Client dealing (1 Sep 2020 to 1 Apr 2025)