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.

  • Andrew Christian Townsend

    IRN ACT01071

    • CF1 Director (AR) (6 Jun 2014 to 17 Jul 2017)
  • Andrew Colin Fish

    IRN AXF00067

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 25 Sep 2021)
    • CF30 Customer (7 Jul 2011 to 25 Sep 2021)
  • Andrew Colin Mills

    IRN ACM00038

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 18 Mar 2022)
    • CF30 Customer (1 Nov 2007 to 18 Mar 2022)
    • CF21 Investment Adviser (11 Sep 2007 to 31 Oct 2007)
    • CF1 Director (AR) (1 Aug 2007 to 18 Mar 2022)
    • CF22 Investment Adviser (Trainee) (10 Jan 2007 to 11 Sep 2007)
    • CF4 Partner (AR) (10 Jan 2007 to 1 Aug 2007)
  • Andrew Colin Walker

    IRN ACW00012

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Dec 2020)
    • CF30 Customer (25 Mar 2015 to 31 Dec 2020)
  • Andrew Courts

    IRN AXC03097

    • CF30 Customer (16 Feb 2016 to 23 Dec 2016)
  • Andrew Cresswell Ford

    IRN ACF00011

    • CF30 Customer (20 Nov 2008 to 16 Jun 2009)
  • Andrew David Gregory

    IRN AXG15578

    • CF30 Customer (4 Jun 2019 to 15 Aug 2019)
  • Andrew David Irwin

    IRN ADI01005

    • CF30 Customer (26 Sep 2021 to 25 Jan 2022)
  • Andrew David John McGrath

    IRN AXM05594

    • 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)
    • CF30 Customer (since 19 Jun 2025)
    • Appointed representative dealing with clients for which they require qualification (since 19 Jun 2025)
  • Andrew David Lockie

    IRN ADL01075

    • CF30 Customer (16 Aug 2013 to 7 Nov 2013)
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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.