QUILTER FINANCIAL SERVICES LIMITED

Date authorised
1 April 2013
Companies House
05506637
Last scraped
4 weeks ago

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.

  • Fiona Elizabeth Read

    IRN FER01007

    • CF30 Customer (4 Mar 2008 to 21 Oct 2008)
  • Fiona Hawthorne

    IRN FXH00001

    • CF1 Director (AR) (27 Mar 2018 to 10 Dec 2021)
  • Fiona Jane Stevenson

    IRN FXS00199

    • 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)
  • Fiona Jean Bond

    IRN FJB01027

    • CF30 Customer (28 Aug 2012 to 31 Dec 2012)
  • Fiona Louise Kyle

    IRN FLK00001

    • CF30 Customer (23 Sep 2013 to 19 Sep 2018)
  • Fiona Mary Reid Green

    IRN FMT00001

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 24 Dec 2021)
    • CF30 Customer (28 Dec 2018 to 24 Dec 2021)
  • Fiona Mary Ward

    IRN FMW01022

    • CF1 Director (AR) (since 2 Apr 2020)
    • CF1 Director (AR) (24 Apr 2014 to 4 Feb 2016)
  • Fiona McLean

    IRN FXM01435

    • CF30 Customer (21 Jan 2013 to 31 Jan 2017)
    • CF4 Partner (AR) (21 Jan 2013 to 31 Jan 2017)
  • Fiona McQuarrie

    IRN FXW00004

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 18 Mar 2021)
    • CF30 Customer (21 Dec 2007 to 18 Mar 2021)
  • Fiona Nicolson

    IRN FXN00016

    • [FCA CF] Significant management (14 May 2021 to 31 Aug 2022)
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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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