QUILTER FINANCIAL SERVICES LIMITED

Date authorised
1 April 2013
Companies House
05506637
Last scraped
2 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

  • 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.

  • Barry Graham Robinson

    IRN BGR00008

    • 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)
    • CF4 Partner (AR) (since 4 Jun 2025)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 4 Jan 2023)
    • CF30 Customer (28 May 2015 to 14 Dec 2016)
    • CF4 Partner (AR) (28 May 2015 to 14 Dec 2016)
  • Barry Gregg Davies

    IRN BGD00005

    • CF30 Customer (5 Feb 2013 to 10 Nov 2020)
    • CF1 Director (AR) (9 Aug 2007 to 10 Nov 2020)
    • CF22 Investment Adviser (Trainee) (9 Aug 2007 to 31 Oct 2007)
  • Barry John Chapman

    IRN BJC01160

    • CF30 Customer (7 Aug 2017 to 11 Jan 2021)
  • Barry John Church

    IRN BJC00028

    • CF30 Customer (7 Feb 2020 to 19 Oct 2020)
  • Barry John Edward Mathews

    IRN BJM01136

    • CF1 Director (AR) (5 Apr 2006 to 7 Oct 2008)
  • Barry Joseph Grant

    IRN BJG00004

    • CF1 Director (AR) (since 31 Aug 2022)
    • CF4 Partner (AR) (18 Jan 2013 to 4 Apr 2023)
  • Barry Lewis Stuart Platten

    IRN BXP13304

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 5 Mar 2021)
    • CF30 Customer (2 Apr 2019 to 5 Mar 2021)
  • Barry Michael Clohessy

    IRN BMC00004

    • CF30 Customer (29 Jul 2015 to 27 Jul 2020)
  • Barry Nicholson

    IRN BRN01020

    • 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
    • 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 11 Oct 2023)
    • CF30 Customer (since 14 Jul 2023)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 2 Nov 2020)
    • CF30 Customer (7 Oct 2010 to 2 Nov 2020)
  • Barry O'Reilly

    IRN BXO00013

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