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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Adewale Abiose
IRN AXA00159
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 13 Dec 2021)
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Adrian George Howard
IRN AGH01109
- CF1 Director (AR) (5 Sep 2006 to 9 Oct 2009)
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Adrian Hedley Barlow
IRN AHB00015
- CF4 Partner (AR) (12 Feb 2021 to 10 Mar 2023)
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Adrian Jaggard
IRN AXJ01629
- CF1 Director (AR) (4 Mar 2015 to 31 Aug 2022)
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Adrian John Howard
IRN AJH01678
- CF1 Director (AR) (since 6 Apr 2017)
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Adrian John Webb
IRN AJW00100
- CF1 Director (AR) (30 Sep 2008 to 11 Jan 2013)
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Adrian Knibbs
IRN AXK01718
- CF1 Director (AR) (30 Sep 2008 to 3 Aug 2010)
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Adrian Malcolm Ford
IRN AXF00083
- [FCA CF] Functions requiring qualifications (21 Sep 2022 to 22 Nov 2023)
- [FCA CF] Client dealing (21 Sep 2022 to 22 Nov 2023)
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Adrian Mark Keane-Munday
IRN AMK00016
- [FCA CF] Manager of certification employee (2 Mar 2022 to 1 Jul 2023)
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Adrian Maskill
IRN AAM00011
- CF1 Director (AR) (since 21 Aug 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.