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.

  • Christine Karen Cox

    IRN CXC90532

    • CF4 Partner (AR) (6 Aug 2020 to 1 Nov 2022)
  • Christine Margaret Keen

    IRN CMK00001

    • CF30 Customer (4 Jan 2010 to 25 Nov 2010)
  • Christine Marie De Jonk

    IRN CXD00328

    • CF1 Director (AR) (2 Mar 2022 to 29 Jul 2024)
  • Christine Marie O'Mahony

    IRN CMO00009

    • CF1 Director (AR) (17 Aug 2021 to 19 Aug 2021)
  • Christine Poynter

    IRN CXJ00057

    • 21. Advising or arranging (bringing about) equity release transactions
    • 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) (23 Jul 2008 to 19 Dec 2016)
    • CF30 Customer (23 Jul 2008 to 25 Feb 2016)
  • Christine Sylvia Bennett

    IRN CXB08201

    • CF1 Director (AR) (12 Nov 2018 to 18 Nov 2024)
  • Christophe Denis Rancon

    IRN CDR01044

    • CF1 Director (AR) (10 Oct 2018 to 8 May 2019)
    • CF30 Customer (17 Sep 2018 to 8 May 2019)
  • Christophe Didier Berra

    IRN CXB01074

    • Appointed representative dealing with clients for which they require qualification (18 Jun 2025 to 17 Oct 2025)
    • CF30 Customer (9 Jun 2025 to 17 Oct 2025)
  • Christopher Alan Clark

    IRN CXC00077

    • CF30 Customer (2 Apr 2012 to 31 Jan 2014)
  • Christopher Alan Cotcher

    IRN CAC01224

    • CF30 Customer (2 Nov 2017 to 19 Jul 2018)
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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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