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.

  • 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)
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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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