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.

  • Donna Holmes

    IRN DXH00684

    • 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 28 Apr 2023)
  • Donna Joan Ryan

    IRN DJR01245

    • CF1 Director (AR) (11 Oct 2006 to 14 Nov 2008)
  • Donna Louise Morgan

    IRN DXM01268

    • 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 16 Dec 2025)
  • Donna Michelle Rayner

    IRN DMR01170

    • CF30 Customer (28 Feb 2017 to 31 Aug 2018)
  • Dora Veronica Mann

    IRN DVM00003

    • CF30 Customer (31 Mar 2010 to 1 Apr 2012)
    • CF1 Director (AR) (31 Mar 2010 to 1 Apr 2012)
  • Dorian Lee Francis

    IRN DLF01028

    • CF1 Director (AR) (17 Sep 2010 to 10 May 2011)
  • Dorota Przybyl

    IRN DXP02288

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 16 Jan 2024)
    • CF30 Customer (28 Feb 2019 to 16 Jan 2024)
    • CF1 Director (AR) (28 Feb 2019 to 16 Jan 2024)
  • Dorothy Anne Elizabeth Randall Randall

    IRN DAR01196

    • CF4 Partner (AR) (29 Apr 2009 to 11 Nov 2015)
  • Dorothy Mavis Gore

    IRN DMG01122

    • CF4 Partner (AR) (7 Jan 2010 to 18 Jan 2024)
  • Douglas Allan Rowe

    IRN DAR01147

    • CF30 Customer (4 Sep 2009 to 23 Sep 2016)
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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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