QUILTER FINANCIAL SERVICES LIMITED

• 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

• 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 Hide limitations

  • · 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 Hide limitations

  • · 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 Hide limitations

  • · 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 Hide limitations

  • · 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

• Bobinder Singh Nahal

  IRN BSN00008

  • CF30 Customer (13 Jun 2014 to 1 Dec 2016)
• Bradley Clarke

  IRN BPC01113

  • CF30 Customer (25 Oct 2013 to 31 Mar 2014)
• Bradley Clayton

  IRN BXC00335

  • Appointed representative dealing with clients for which they require qualification (11 Dec 2023 to 12 Aug 2024)
  • CF30 Customer (2 Dec 2023 to 12 Aug 2024)
• Bradley Glynn Tillett

  IRN BGT01009

  • CF30 Customer (23 Nov 2007 to 1 Sep 2008)
• Bradley Mark LAVIS

  IRN BXL90804

  • CF30 Customer (12 Aug 2020 to 9 Dec 2024)
  • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 9 Dec 2024)
• Brandon Gilmour

  IRN BXG00109

  • 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 12 Jan 2026)
• Brandon Heer

  IRN BXH00272

  • Appointed representative dealing with clients for which they require qualification (19 Dec 2022 to 9 May 2024)
• Brandon Jay Connolly

  IRN BXC00470

  • CF30 Customer (since 15 Apr 2026)
• Brandon Lamam

  IRN BXL15560

  • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 3 Nov 2022)
  • CF30 Customer (4 Jun 2019 to 3 Nov 2022)
• Brenda Ann Russell

  IRN BXR00019

  • CF30 Customer (21 Jan 2009 to 31 Dec 2012)

• Eastons Group Ltd (no longer appointed)

  FRN 540926 · Appointed 4 Feb 2011 · Until 26 Nov 2020

• Maekele Assefaw (no longer appointed)

  FRN 540844 · Appointed 3 Feb 2011 · Until 18 Jun 2013

• Christopher Smith (no longer appointed)

  FRN 512261 · Appointed 3 Feb 2011 · Until 4 Mar 2011

• Paul Knowles (no longer appointed)

  FRN 160387 · Appointed 26 Jan 2011 · Until 16 Oct 2017

• The PRG Partnership (West London) (no longer appointed)

  FRN 540218 · Appointed 26 Jan 2011 · Until 1 Apr 2012

• Mark Conibeer (no longer appointed)

  FRN 215166 · Appointed 25 Jan 2011 · Until 26 Nov 2020

• Peter Lee (no longer appointed)

  FRN 539985 · Appointed 24 Jan 2011 · Until 1 Apr 2012

• John Nelson (no longer appointed)

  FRN 539861 · Appointed 21 Jan 2011 · Until 26 Nov 2020

• My Adviser Ltd (no longer appointed)

  FRN 538040 · Appointed 21 Dec 2010 · Until 18 Feb 2021

• John Karamouzis (no longer appointed)

  FRN 512374 · Appointed 20 Dec 2010 · Until 1 Apr 2012

No changes recorded yet.