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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Buy-to-Let Start Date
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Buy-to-Let Status
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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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Allison Whiteley
IRN AMW00040
- CF1 Director (AR) (since 20 Dec 2012)
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Aly Anil Kassam
IRN AAK01048
- 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)
- CF1 Director (AR) (since 21 Nov 2007)
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Amadeep Singh
IRN AXS01280
- 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 3 Oct 2022)
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Amanda Brencher
IRN AXB00328
- 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)
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Amanda Featherstone
IRN AXG00138
- 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)
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Amanda Jane Cassidy
IRN AJC00074
- CF1 Director (AR) (since 9 Feb 2022)
- [FCA CF] Significant management (since 2 Nov 2020)
- [FCA CF] Manager of certification employee (2 Nov 2020 to 1 Jul 2023)
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Amanda Jane Hall
IRN AXH00019
- CF1 Director (AR) (31 Mar 2013 to 31 Dec 2013)
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Amanda Jean Crane
IRN AXC00805
- CF4 Partner (AR) (since 7 Jul 2022)
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Amanda Puntis
IRN AXP00204
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Mar 2026)
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Amanda Walker
IRN AXW00170
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 15 Jan 2021)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
Recent activity
Updates to this firm's record on the FCA register.
No changes recorded yet.