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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Anthony Francis Tattersall
IRN AFT01027
- CF1 Director (AR) (24 Nov 2006 to 27 Oct 2008)
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Anthony Gareth Davies
IRN AGD00013
- CF1 Director (AR) (18 Apr 2016 to 8 Feb 2017)
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Anthony Gerald Guy Hall
IRN AGH01130
- CF1 Director (AR) (26 Apr 2013 to 17 Sep 2013)
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Anthony Guy Edmeades-Stearns
IRN AGE01024
- CF1 Director (AR) (6 Jan 2014 to 28 Jan 2021)
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Anthony Ian Royle
IRN AIR01008
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 23 Nov 2022)
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Anthony James Muldoon
IRN AJM01512
- CF1 Director (AR) (7 Jul 2006 to 17 Dec 2009)
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Anthony John Beal
IRN AJB00086
- CF1 Director (AR) (since 13 Dec 2012)
- CF4 Partner (AR) (15 Aug 2007 to 26 Feb 2021)
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Anthony John Ewing
IRN AJE01096
- 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 15 Jun 2015)
- CF4 Partner (AR) (26 Jun 2007 to 2 Dec 2019)
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Anthony John Gregori
IRN AJG01325
- Appointed representative dealing with clients for which they require qualification (23 Feb 2023 to 25 Jul 2023)
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Anthony Mark Wellings
IRN AMW00032
- CF1 Director (AR) (19 Feb 2013 to 22 Aug 2023)
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.