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.

  • Glenn Blanchard

    IRN GXB00176

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 14 Apr 2025)
    • CF30 Customer (20 May 2011 to 8 Dec 2019)
  • Glenn Ivan Gibbions

    IRN GIG00001

    • CF21 Investment Adviser (17 Jun 2002 to 31 Jul 2003)
    • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 17 Jun 2002)
  • Glenn Leslie Adrian Roze

    IRN GLR00003

    • CF30 Customer (1 Nov 2007 to 23 Jan 2009)
    • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 31 Oct 2007)
  • Glenn McMillan

    IRN GXM00113

    • CF30 Customer (1 Nov 2007 to 20 Dec 2010)
    • CF21 Investment Adviser (6 Jan 2006 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (30 Jun 2005 to 6 Jan 2006)
  • Glyn Derrick Heywood

    IRN GDH00011

    • CF1 Director (AR) (27 May 2015 to 9 Jul 2019)
  • Glyn Parry Jones

    IRN GPJ01004

    • SMF7 Group Entity Senior Manager (9 Dec 2019 to 12 May 2022)
    • CF2 Non Executive Director (1 Nov 2016 to 8 Dec 2019)
  • Glynn John Muggleton

    IRN GJM01137

    • CF30 Customer (1 Mar 2011 to 14 Sep 2011)
  • Glynne Adrian Dunn

    IRN GAD00023

    • CF1 Director (AR) (24 Jul 2014 to 27 Nov 2020)
    • CF30 Customer (1 Nov 2007 to 31 Dec 2012)
    • CF21 Investment Adviser (19 Jul 2007 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (18 Jan 2007 to 19 Jul 2007)
  • Gordon Alistair Steere

    IRN GAS00023

    • CF30 Customer (26 Feb 2009 to 20 Mar 2009)
  • Gordon Couch

    IRN GXC00008

    • CF30 Customer (1 Nov 2007 to 29 Nov 2010)
    • CF21 Investment Adviser (29 Oct 2003 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (7 Aug 2003 to 29 Oct 2003)
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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.