QUILTER FINANCIAL SERVICES LIMITED

Date authorised
1 April 2013
Companies House
05506637
Last scraped
2 weeks ago
Watch for changes

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

  • 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

    For Professional, Retail (Investment)

    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

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Angela Smith

    IRN AXS00320

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • Appointed representative dealing with clients for which they require qualification (since 4 Jun 2025)
  • Angelo, Matthew Kornecki

    IRN AMK01135

    • CF1 Director (AR) (18 Dec 2014 to 7 Jul 2020)
    • CF30 Customer (18 Dec 2014 to 7 Jul 2020)
  • Angus Bell

    IRN AXB01271

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (since 24 Oct 2025)
  • Angus James Simpson

    IRN AXS05494

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • Appointed representative dealing with clients for which they require qualification (since 20 Jun 2025)
    • CF30 Customer (since 9 Jun 2025)
  • Angus Jeffre Hunter

    IRN AJH00099

    • CF30 Customer (1 Nov 2007 to 2 Jun 2011)
    • CF22 Investment Adviser (Trainee) (23 Aug 2007 to 31 Oct 2007)
    • CF4 Partner (AR) (23 Aug 2007 to 23 Sep 2011)
  • Angus William Stephens

    IRN AXS05084

    • CF30 Customer (since 21 Apr 2026)
  • Anil Anand Duggal

    IRN AXD00482

    • Appointed representative dealing with clients for which they require qualification (11 Oct 2024 to 23 May 2025)
    • [FCA CF] Functions requiring qualifications (11 Oct 2024 to 23 May 2025)
  • Anil Malik

    IRN AXM02498

    • CF1 Director (AR) (1 Jun 2017 to 29 Dec 2017)
    • CF30 Customer (1 Jun 2017 to 29 Dec 2017)
  • Anita Filby

    IRN AXF00343

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • Appointed representative dealing with clients for which they require qualification (since 4 Jun 2025)
  • Anita Hennington

    IRN AXH00095

    • CF30 Customer (1 Nov 2007 to 27 Aug 2009)
    • CF22 Investment Adviser (Trainee) (4 Apr 2006 to 31 Oct 2007)
    • CF1 Director (AR) (4 Apr 2006 to 27 Aug 2009)
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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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