Addresses
The contact details this firm has registered with the FCA.
-
Principal Place of Business
Senator House85 Queen Victoria StreetLondonEC4V 4ABUNITED KINGDOM- Phone
- +442075625800
-
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.
-
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 Hide limitations
- · 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 Hide limitations
- · 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.
-
Andrew Thomas Frear
IRN ATF00004
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Aug 2022)
-
Andrew William Brown Magill
IRN AWM00010
- CF1 Director (AR) (11 Sep 2017 to 12 Jul 2021)
-
Andrew Wilson
IRN AXW02342
- CF1 Director (AR) (since 15 Jun 2017)
-
Anelia Rousseva
IRN AXA02607
- 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 6 Aug 2012)
-
Angela Carol Melanophy
IRN ACM00004
- CF1 Director (AR) (2 Apr 2008 to 9 May 2011)
-
Angela James
IRN AKJ01026
- CF1 Director (AR) (since 25 Sep 2019)
-
Angela Lambe
IRN AML00024
- [FCA CF] Manager of certification employee (since 1 Sep 2020)
-
Angela Lax
IRN AXL01562
- CF4 Partner (AR) (2 Aug 2007 to 4 Jan 2014)
-
Angela Louise Andrew
IRN ALA01046
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 19 Sep 2023)
- CF1 Director (AR) (28 Jul 2014 to 19 Sep 2023)
-
Angela Yeowell
IRN AXY00025
- Appointed representative dealing with clients for which they require qualification (18 Feb 2020 to 23 Feb 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.