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.

  • Barry Anthony Bedford-Forde

    IRN BAB00010

    • CF30 Customer (1 Nov 2007 to 26 Aug 2011)
    • CF21 Investment Adviser (12 Jan 2005 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (24 Sep 2004 to 12 Jan 2005)
  • Barry Bowcott

    IRN BWB00007

    • CF21 Investment Adviser (7 May 2003 to 30 Nov 2004)
    • CF22 Investment Adviser (Trainee) (21 Feb 2003 to 7 May 2003)
  • Barry Morton Fitch

    IRN BMF00003

    • CF30 Customer (1 Nov 2007 to 31 Dec 2012)
    • CF21 Investment Adviser (25 Feb 2005 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (24 Aug 2004 to 25 Feb 2005)
  • Barry Newbury

    IRN BAN00016

    • CF30 Customer (1 Mar 2010 to 31 Dec 2011)
  • Barry O'Reilly

    IRN BXO00013

    • [FCA CF] Manager of certification employee (1 Sep 2020 to 28 Feb 2023)
  • Barry Paul Browning

    IRN BPB00003

    • CF30 Customer (1 Nov 2007 to 7 Jun 2011)
    • CF21 Investment Adviser (11 Aug 2005 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (30 Mar 2005 to 11 Aug 2005)
  • Barry Powell

    IRN BXP00002

    • CF22 Investment Adviser (Trainee) (30 Oct 2002 to 31 Oct 2003)
  • Barry Robin Cook

    IRN BXC35324

    • [FCA CF] Significant management (since 6 May 2022)
    • [FCA CF] Manager of certification employee (1 Jun 2025 to 2 Jul 2025)
  • Barry Turnbull

    IRN BXT00029

    • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
    • CF21 Investment Adviser (19 May 2005 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (29 Oct 2004 to 19 May 2005)
  • Barry William James

    IRN BWJ00001

    • CF30 Customer (1 Nov 2007 to 31 Dec 2009)
    • CF21 Investment Adviser (16 Nov 2004 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (20 May 2004 to 16 Nov 2004)
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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.