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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Ann Barrington
IRN AXB01995
- CF1 Director (AR) (23 Jan 2008 to 31 Aug 2008)
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Ann Catherine Evans
IRN AXE00101
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 23 Mar 2022)
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Anna Beth Ryan
IRN AXR00581
- 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 30 Oct 2023)
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Anna Brocklehurst
IRN AXB00458
- CF1 Director (AR) (since 8 Mar 2021)
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Anna Catherine Bartholomew
IRN ACB01184
- CF1 Director (AR) (22 Aug 2014 to 10 Jun 2021)
- CF4 Partner (AR) (17 Feb 2012 to 10 Jun 2021)
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Anna Elizabeth Kellett
IRN AXK00134
- 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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Anna Kilby
IRN ALK01042
- CF1 Director (AR) (since 2 Apr 2020)
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Anna Victoria Coles
IRN AVC01022
- CF1 Director (AR) (18 May 2007 to 13 Nov 2008)
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Annabel Lumsden
IRN AJH01677
- CF1 Director (AR) (since 5 Oct 2019)
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Anne Elizabeth Lewis
IRN AEL01055
- CF1 Director (AR) (25 Feb 2013 to 27 May 2015)
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.