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.

  • Andrew James Martin

    IRN AXM05655

    • 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 20 Aug 2025)
  • Andrew James Robb

    IRN AJR00017

    • CF30 Customer (22 Jul 2015 to 27 Oct 2020)
    • CF4 Partner (AR) (22 Jul 2015 to 27 Oct 2020)
  • Andrew James Sewell

    IRN AJS01443

    • CF30 Customer (23 Oct 2012 to 27 Dec 2018)
    • CF1 Director (AR) (12 Jun 2012 to 27 Dec 2018)
  • Andrew James Simcock

    IRN AJS00123

    • CF30 Customer (24 Mar 2009 to 10 Sep 2010)
  • Andrew James Thomas Parry

    IRN AJP00033

    • CF30 Customer (1 Nov 2007 to 22 Jun 2012)
    • CF21 Investment Adviser (15 Nov 2006 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (6 Mar 2006 to 15 Nov 2006)
    • CF1 Director (AR) (6 Mar 2006 to 9 Oct 2017)
  • Andrew James Tohill

    IRN AXT00086

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 4 Jun 2025)
  • Andrew James Williamson

    IRN AJW01505

    • CF30 Customer (9 Jan 2014 to 8 Aug 2014)
  • Andrew John Brown

    IRN AJB00050

    • CF30 Customer (1 Apr 2011 to 4 Jul 2011)
  • Andrew John Clarke

    IRN AJC00091

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 22 Dec 2022)
    • CF30 Customer (14 Jul 2015 to 22 Dec 2022)
  • Andrew John Eldon Hebden

    IRN AXH00238

    • Appointed representative dealing with clients for which they require qualification (4 Jun 2025 to 2 Jan 2026)
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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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