Date authorised
1 April 2013
Companies House
05495327
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
  • 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

  • Investment Advice (no pensions)

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Mortgage Advice

    For Customer, Regulated mortgage contract

  • Authorised to Operate

    Show 1 limitation
    • · The firm can only agree to carry on the regulated activities specified in this Notice.
  • Arranges Investments

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • 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
  • Mortgage Setup

    For Customer, Regulated mortgage contract

  • 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.

  • Charles Lewis John Lipman

    IRN CXL00033

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 6 Jan 2021)
    • CF4 Partner (AR) (6 May 2010 to 20 Jan 2021)
  • Charles Sandey

    IRN CXS01800

    • 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 9 Dec 2019)
  • Charlotte Angela Whitworth

    IRN CAW01102

    • CF1 Director (AR) (3 Sep 2009 to 6 Oct 2009)
  • Charlotte Cisarello

    IRN CXJ00067

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 28 May 2021)
  • Charlotte Kathleen O'Neill

    IRN CXO00026

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 13 May 2022)
  • Charlotte Lucy Ferrier

    IRN CLF01056

    • CF1 Director (AR) (20 May 2017 to 18 Feb 2021)
  • Charlotte White

    IRN CXT00324

    • 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 24 Jun 2022)
  • Chloe Rebecca Dance

    IRN CXD00476

    • Appointed representative dealing with clients for which they require qualification (20 Jun 2023 to 21 Nov 2023)
  • Chris Cheetham

    IRN CXC00143

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 24 May 2021)
  • Chris Ferguson

    IRN CXF01393

    • CF1 Director (AR) (9 Sep 2013 to 23 Mar 2016)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

  • Sue Fisher (no longer appointed)

    FRN 609408 · Appointed 19 Nov 2013 · Until 4 Feb 2015

  • Mike Haigh (no longer appointed)

    FRN 609860 · Appointed 15 Nov 2013 · Until 27 Feb 2014

  • Release My Equity Ltd (no longer appointed)

    FRN 610354 · Appointed 15 Nov 2013 · Until 10 Jan 2014

  • Colin Flatman (no longer appointed)

    FRN 609310 · Appointed 12 Nov 2013 · Until 27 Sep 2015

  • Viva & Co Limited (no longer appointed)

    FRN 567256 · Appointed 12 Nov 2013 · Until 3 Nov 2017

  • Stuart Newsome (no longer appointed)

    FRN 609316 · Appointed 12 Nov 2013 · Until 11 Aug 2015

  • Equity Vantage Limited (no longer appointed)

    FRN 610005 · Appointed 11 Nov 2013 · Until 1 Jun 2017

  • Teresa Firth (no longer appointed)

    FRN 609859 · Appointed 7 Nov 2013 · Until 3 Mar 2016

  • PRWS Financial Solutions Ltd (no longer appointed)

    FRN 609185 · Appointed 31 Oct 2013 · Until 1 Jan 2017

  • Soteria FS Ltd (no longer appointed)

    FRN 609485 · Appointed 31 Oct 2013 · Until 24 Jun 2014

Recent activity

Updates to this firm's record on the FCA register.

No changes recorded yet.