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.

  • Amanda Helen Bowe

    IRN AHB01095

    • CF1 Director (13 May 2011 to 30 Aug 2013)
  • Amanda Hewitt

    IRN AJJ00015

    • CF30 Customer (10 Jan 2013 to 8 Dec 2019)
  • Amanda Jane Avenell

    IRN AJA01131

    • CF1 Director (AR) (16 Dec 2014 to 8 Apr 2015)
  • Amanda Jane Cassidy

    IRN AJC00074

    • [FCA CF] Significant management (since 2 Nov 2020)
    • [FCA CF] Manager of certification employee (2 Nov 2020 to 1 Jul 2023)
  • Amanda Jane Colgate

    IRN AJC00106

    • CF30 Customer (1 Nov 2007 to 30 Nov 2010)
    • CF21 Investment Adviser (8 Sep 2006 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (3 Jan 2006 to 8 Sep 2006)
  • Amie Charlotte Ruth Ansell

    IRN AXA00703

    • Appointed representative dealing with clients for which they require qualification (29 Nov 2022 to 21 Feb 2025)
    • CF30 Customer (14 Sep 2022 to 21 Feb 2025)
  • Amir Heshmat Mehdizadeh

    IRN AHM00016

    • CF30 Customer (1 Nov 2007 to 31 Dec 2012)
    • CF21 Investment Adviser (25 May 2004 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (15 Oct 2003 to 25 May 2004)
  • Amrit Mahal

    IRN AXM00314

    • CF30 Customer (1 Jul 2008 to 13 Aug 2010)
  • Andrea Jane Speed

    IRN AJS00232

    • CF21 Investment Adviser (1 Dec 2001 to 15 Dec 2004)
  • Andrew Alexander Jamieson

    IRN AAJ00001

    • [FCA CF] Functions requiring qualifications (14 Jul 2022 to 17 Oct 2025)
    • CF30 Customer (24 Oct 2013 to 16 Oct 2014)
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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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