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 LAB01115

• (169)[FCA CF] Significant management (since 20 Nov 2023)

IRN LAL01047

• (2637)CF1 Director (26 Nov 2012 to 28 Feb 2014)

IRN LXH00100

• (5186)[FCA CF] Functions requiring qualifications (1 Sep 2020 to 22 Jan 2024)
• (5185)[FCA CF] Client dealing (1 Sep 2020 to 22 Jan 2024)

IRN LME00012

• (4646)CF30 Customer (24 Jun 2009 to 8 Dec 2019)

IRN LXS00066

• (1437)CF22 Investment Adviser (Trainee) (1 Dec 2001 to 15 Dec 2004)

IRN LMS01078

• (3103)CF30 Customer (18 Mar 2013 to 8 Dec 2019)

IRN LXS00104

• (138)[FCA CF] Manager of certification employee (since 31 Jan 2024)
• (5201)[FCA CF] Manager of certification employee (1 Sep 2020 to 7 Jul 2022)

IRN LZH01000

• (474)21. Advising or arranging (bringing about) equity release transactions
• (475)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
• (476)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
• (477)CF1 Director (AR) (since 6 Feb 2017)

IRN LEN00001

• (1095)CF21 Investment Adviser (1 Dec 2001 to 10 Jun 2005)

IRN LXS00328

• (5132)[FCA CF] Manager of certification employee (3 Nov 2021 to 9 May 2023)