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.

  • Bijal Mehta

    IRN BXM00113

    • 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 4 Jun 2025)
  • Biliaminu Olanrewaju Yesufu

    IRN BXY00034

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2024 to 3 Dec 2025)
    • CF30 Customer (4 Oct 2024 to 3 Dec 2025)
  • Bilkiss Lakhi

    IRN BXL00035

    • Appointed representative dealing with clients for which they require qualification (3 Dec 2021 to 20 Sep 2022)
    • CF30 Customer (26 Mar 2013 to 20 Sep 2022)
    • CF1 Director (AR) (20 Dec 2012 to 7 May 2021)
  • Billy Lee Simons

    IRN BLS01031

    • Appointed representative dealing with clients for which they require qualification (11 Jul 2025 to 27 Nov 2025)
    • [FCA CF] Functions requiring qualifications (11 Jul 2025 to 27 Nov 2025)
    • CF30 Customer (12 Jun 2025 to 27 Nov 2025)
  • Billy Meares

    IRN BSM00003

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 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 9 Dec 2019)
    • CF30 Customer (since 4 Mar 2013)
    • CF1 Director (AR) (since 10 Dec 2008)
    • CF30 Customer (10 Dec 2008 to 31 Dec 2012)
    • CF21 Investment Adviser (11 Sep 2007 to 31 Oct 2007)
    • CF1 Director (AR) (1 Aug 2007 to 25 Nov 2008)
    • CF22 Investment Adviser (Trainee) (10 Jan 2007 to 11 Sep 2007)
    • CF4 Partner (AR) (10 Jan 2007 to 1 Aug 2007)
  • Bina Sanjay Gohil

    IRN BXG00207

    • Appointed representative dealing with clients for which they require qualification (1 Nov 2024 to 9 May 2025)
  • Bindu Mary Varkey

    IRN BMV01008

    • CF30 Customer (16 Sep 2008 to 7 Jan 2009)
  • Blaise Peter Davies

    IRN BPD01015

    • Appointed representative dealing with clients for which they require qualification (6 Jul 2020 to 6 Apr 2021)
  • Bobby Bangher

    IRN BXB01296

    • CF30 Customer (16 Oct 2013 to 27 May 2014)
  • Bobby Thomas Spalding

    IRN BXS00581

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 14 Jul 2025)
    • CF30 Customer (since 5 Jul 2025)
Show more

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Show more

Recent activity

Updates to this firm's record on the FCA register.

No changes recorded yet.