QUILTER FINANCIAL SERVICES LIMITED

Date authorised
1 April 2013
Companies House
05506637
Last scraped
2 weeks ago
Watch for changes

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.

  • Brian Ashton

    IRN BXA00032

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 4 Jan 2023)
  • Brian Crowley

    IRN BPC01111

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 25 Nov 2022)
    • CF1 Director (AR) (6 Jul 2015 to 25 Nov 2022)
    • CF30 Customer (16 Feb 2010 to 1 Apr 2012)
  • Brian Duncan

    IRN BXD01232

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 21 Feb 2025)
    • CF30 Customer (3 Jun 2013 to 17 Feb 2025)
  • Brian Emil Robinson

    IRN BER00004

    • CF30 Customer (8 Jan 2010 to 19 Jul 2011)
    • CF4 Partner (AR) (8 Jan 2010 to 19 Jul 2011)
  • Brian Gale

    IRN BFG00001

    • CF30 Customer (27 Feb 2008 to 19 Sep 2008)
    • CF1 Director (AR) (9 May 2007 to 15 Oct 2008)
  • Brian George Emslie

    IRN BGE00003

    • CF30 Customer (10 Mar 2011 to 1 Apr 2012)
  • Brian Gibson

    IRN BXG00042

    • 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)
  • Brian James

    IRN BPJ00001

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 3 Feb 2021)
    • CF30 Customer (23 Aug 2019 to 3 Feb 2021)
  • Brian James Batchen

    IRN BJB00022

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 17 Apr 2025)
    • CF30 Customer (22 Nov 2012 to 17 Apr 2025)
  • Brian John Logan

    IRN BJL00011

    • CF1 Director (AR) (16 Jun 2014 to 10 Feb 2023)
    • CF30 Customer (1 Nov 2007 to 11 Dec 2012)
    • CF4 Partner (AR) (3 Sep 2007 to 10 Jun 2021)
    • CF22 Investment Adviser (Trainee) (3 Sep 2007 to 31 Oct 2007)
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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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