Addresses
The contact details this firm has registered with the FCA.
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Principal Place of Business
Senator House85 Queen Victoria StreetLondonEC4V 4ABUNITED KINGDOM- Phone
- +442075625800
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Complaints Contact
Quilter Financial Planning Complaints DepartmentSunderlandSR43 4JRUNITED KINGDOM- Phone
- +448081415077
What this firm is allowed to do
The regulated activities the FCA has granted this firm permission to carry out.
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Buy-to-Let Mortgage Advice
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Buy-to-Let Mortgage Arranging
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Investment Advice (no pensions)
For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
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Mortgage Advice
For Customer, Regulated mortgage contract
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Authorised to Operate
Show 1 limitation Hide limitations
- · The firm can only agree to carry on the regulated activities specified in this Notice.
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Arranges Investments
For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
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Mortgage Arranging
For Customer, Regulated mortgage contract
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Credit Brokering
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Debt Advice
Show 1 limitation Hide limitations
- · This permission is limited to debt counselling with no debt management activity
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Mortgage Setup
For Customer, Regulated mortgage contract
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Investment Setup
For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
Approved individuals
Senior staff personally approved by the FCA to hold their roles here.
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Errol Brown
IRN EXB00074
- (1402)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1404)CF1 Director (AR) (since 5 Mar 2025)
- (1403)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Escot Esmahill Mollah
IRN EXM00027
- (533)CF7 Sole Trader (AR) (15 Sep 2006 to 31 Jan 2007)
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Ester Ruth Girdler
IRN ERG01012
- (96)CF4 Partner (AR) (27 Feb 2008 to 15 Oct 2011)
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Eucharia Stewart
IRN EXS01409
- (60)CF4 Partner (AR) (since 5 Sep 2022)
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Eugene Christopher Mills-Baptiste
IRN ECM01041
- (965)Appointed representative dealing with clients for which they require qualification (6 Mar 2023 to 31 Oct 2024)
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Eva Alonso Iglesias
IRN EXA00037
- (1827)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 18 Dec 2020)
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Ewa Anna Kurda
IRN EXK00036
- (2992)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 16 Feb 2021)
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Eyup Niyazi
IRN EXN01050
- (399)CF1 Director (AR) (13 Nov 2006 to 31 Aug 2009)
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Fahad Syed
IRN FXS01341
- (552)CF1 Director (AR) (22 Feb 2012 to 28 Jan 2016)
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Faisal Mahmood Hussain
IRN FXH17513
- (1950)Appointed representative dealing with clients for which they require qualification (14 Jan 2022 to 1 Jun 2022)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Maple Financial Solutions Ltd (no longer appointed)
FRN 609366 · Appointed 29 Oct 2013 · Until 1 Jan 2018
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CFS (Chattaway Financial Services) Ltd (no longer appointed)
FRN 608706 · Appointed 25 Oct 2013 · Until 28 May 2019
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Elland Road Financial Solutions Limited (no longer appointed)
FRN 215092 · Appointed 24 Oct 2013 · Until 13 Aug 2018
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Findahome Online Financial Services Ltd (no longer appointed)
FRN 609143 · Appointed 23 Oct 2013 · Until 14 Dec 2017
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Workplace Advice Financial Planning Ltd (no longer appointed)
FRN 607958 · Appointed 22 Oct 2013 · Until 5 Aug 2016
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Workplace Advice Wealth Management Ltd (no longer appointed)
FRN 608269 · Appointed 21 Oct 2013 · Until 2 Mar 2021
Recent activity
Updates to this firm's record on the FCA register.
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controlled function added: (1505)SMF17 Money Laundering Reporting Officer (MLRO)
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controlled function added: (1504)CF1 Director (AR)
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controlled function added: (1503)SMF11 Chair of the Audit Committee
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controlled function added: (1502)CF1 Director (AR)
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controlled function added: (1501)Appointed representative dealing with clients for which they require qualification
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controlled function added: (1500)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (1499)CF1 Director (AR)
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controlled function added: (1498)CF1 Director (AR)
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controlled function added: (1497)CF1 Director (AR)
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controlled function added: (1496)Appointed representative dealing with clients for which they require qualification