QUILTER FINANCIAL SERVICES LIMITED

• 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

• 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 Hide limitations

  • · 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 Hide limitations

  • · 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 Hide limitations

  • · 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 Hide limitations

  • · 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

• Carly Williamson

  IRN CXW00111

  • 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)
• Carol Linsey Deegan

  IRN CLH00013

  • Appointed representative dealing with clients for which they require qualification (22 Oct 2021 to 25 Nov 2022)
• Carol Louise Tilston

  IRN CLT01027

  • Appointed representative dealing with clients for which they require qualification (4 Jun 2025 to 9 Jan 2026)
• Carole Dibley

  IRN CXD01365

  • CF1 Director (AR) (10 Apr 2006 to 30 Jun 2015)
• Carole Jackson

  IRN CXJ00017

  • CF30 Customer (13 Oct 2010 to 25 May 2011)
• Carole Louise Bennett

  IRN CXB00172

  • 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)
• Carole Taylor

  IRN CXT01386

  • CF1 Director (AR) (1 Jul 2020 to 30 Dec 2020)
• Caroline Ann Stinton

  IRN CAS01202

  • CF4 Partner (AR) (19 May 2009 to 1 Apr 2012)
• Caroline Audrey Hester McCrea

  IRN CAM01209

  • CF1 Director (AR) (5 Sep 2006 to 12 Sep 2006)
• Caroline Charlotte Woolhouse

  IRN CCW01048

  • CF1 Director (AR) (16 Feb 2007 to 3 Apr 2009)

• Mor-Invest Ltd (no longer appointed)

  FRN 783708 · Appointed 7 Jul 2017 · Until 2 Nov 2023

• Gary Brooks (no longer appointed)

  FRN 562173 · Appointed 7 Jul 2017 · Until 14 Dec 2022

• MA Financial Ltd (no longer appointed)

  FRN 783605 · Appointed 6 Jul 2017 · Until 15 Jul 2021

• GJH Pensions Limited (no longer appointed)

  FRN 783221 · Appointed 3 Jul 2017 · Until 29 Oct 2021

• George Duffus (no longer appointed)

  FRN 783217 · Appointed 3 Jul 2017 · Until 26 Nov 2020

• Marc Hoyland (no longer appointed)

  FRN 782958 · Appointed 29 Jun 2017 · Until 10 May 2021

• Standard Assets Ltd (no longer appointed)

  FRN 781031 · Appointed 6 Jun 2017 · Until 26 Nov 2020 · Tied agent

• Capital Care Wealth Management Ltd (no longer appointed)

  FRN 779810 · Appointed 25 May 2017 · Until 29 Dec 2017

• Gordon MacLean (no longer appointed)

  FRN 779594 · Appointed 23 May 2017 · Until 9 Aug 2022

• Malcolm Hayes (no longer appointed)

  FRN 778591 · Appointed 9 May 2017 · Until 26 Nov 2020

No changes recorded yet.