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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Adam Dean Roberts
IRN ADR01123
- CF1 Director (AR) (18 May 2017 to 18 Nov 2020)
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Adam Fitchett Wells
IRN AXW25310
- CF1 Director (AR) (6 Dec 2019 to 30 Oct 2020)
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Adam Gary Burt
IRN AXB00563
- Appointed representative dealing with clients for which they require qualification (27 Apr 2021 to 5 Jul 2023)
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Adam Gregory
IRN AXG00163
- 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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Adam Hayter
IRN AXH00626
- Appointed representative dealing with clients for which they require qualification (20 Dec 2023 to 13 Jun 2024)
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Adam James Wilson
IRN AXW18179
- CF1 Director (AR) (6 Aug 2019 to 11 Feb 2020)
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Adam John Docwra
IRN AJD01308
- CF1 Director (AR) (12 Nov 2014 to 4 Feb 2016)
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Adam Kenneth Stubbings
IRN AKS01073
- CF1 Director (AR) (7 Mar 2014 to 12 Mar 2026)
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Adam Kirchin
IRN AXK00212
- 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 23 Feb 2024)
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Adam Lee Gearey
IRN ALG01036
- CF1 Director (AR) (5 Mar 2008 to 19 Dec 2010)
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.