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.

  • Anthony Philip Brewer

    IRN APB00005

    • CF30 Customer (1 Nov 2007 to 11 Mar 2008)
    • CF22 Investment Adviser (Trainee) (29 Mar 2007 to 31 Oct 2007)
  • Anthony Ray

    IRN AXR00014

    • CF30 Customer (7 Dec 2007 to 28 Jan 2008)
  • Anthony Robert Bray

    IRN ARB00055

    • CF30 Customer (1 Nov 2007 to 31 Jan 2014)
    • CF21 Investment Adviser (30 Nov 2006 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (12 May 2006 to 30 Nov 2006)
  • Anthony Robert Evans

    IRN ARE01052

    • 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)
    • CF1 Director (AR) (since 4 Jun 2025)
  • Anthony Robert Scammell

    IRN AXS35323

    • [FCA CF] Manager of certification employee (since 1 Jul 2023)
    • [FCA CF] Significant management (since 7 Jan 2022)
  • Anthony Stephen Columbine

    IRN ASC00022

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 10 Dec 2020)
    • CF30 Customer (20 Sep 2019 to 10 Dec 2020)
  • Anthony Stewart Newcombe

    IRN ASN00001

    • CF30 Customer (10 Mar 2011 to 1 Apr 2012)
  • Anthony Thomas Lever

    IRN ATL01032

    • CF1 Director (AR) (23 Oct 2013 to 28 Apr 2014)
    • CF30 Customer (5 Sep 2013 to 28 Apr 2014)
  • Anthony Vincent Philip Dimambro

    IRN AVD00004

    • CF30 Customer (13 Oct 2011 to 27 Dec 2012)
    • CF1 Director (AR) (27 Sep 2007 to 6 Jan 2021)
  • Anthony William Poole

    IRN AXP00465

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • Appointed representative dealing with clients for which they require qualification (since 10 Oct 2024)
    • CF30 Customer (since 24 Sep 2024)
    • CF1 Director (AR) (since 24 Sep 2024)
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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.

No changes recorded yet.