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.

  • Cheryl Ann Fisher

    IRN CAF01084

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 9 Apr 2021)
    • CF30 Customer (24 Jan 2019 to 9 Apr 2021)
  • Cheryl Grant

    IRN CXG01455

    • CF30 Customer (26 Aug 2009 to 1 Apr 2012)
  • Chetan Sharad Mehta

    IRN CSM01087

    • CF30 Customer (20 May 2011 to 13 Jun 2014)
  • Chidiebere Okoko Kalu

    IRN CXK10969

    • Appointed representative dealing with clients for which they require qualification (19 Apr 2021 to 13 May 2022)
    • CF30 Customer (2 Mar 2021 to 13 May 2022)
  • Chirag Bharat Thankey

    IRN CBT01028

    • CF30 Customer (11 Nov 2014 to 7 Dec 2015)
  • Chirag Devani

    IRN CXD01352

    • CF30 Customer (4 Dec 2012 to 1 Jan 2014)
    • CF1 Director (AR) (4 Dec 2012 to 1 Jan 2014)
  • Chirag Gopal Upadhyay

    IRN CGU01004

    • CF30 Customer (17 Sep 2018 to 29 Mar 2019)
  • Chloe Graves

    IRN CXG00327

    • 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 2025)
    • CF30 Customer (since 7 Oct 2025)
  • Chris Harbour

    IRN CXH01795

    • CF30 Customer (24 Aug 2012 to 7 Apr 2014)
  • Chris Pegler

    IRN CXP01450

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 29 Feb 2024)
    • CF1 Director (AR) (4 Feb 2014 to 29 Feb 2024)
    • CF30 Customer (4 Feb 2014 to 29 Feb 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.