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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Akhil Kumar Satsangi
IRN AXS00034
- CF1 Director (AR) (since 3 Aug 2015)
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Akhtarul Islam Choudhury
IRN AIC00007
- 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 2021)
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Akshay Shah
IRN AXS00643
- Appointed representative dealing with clients for which they require qualification (9 Nov 2020 to 12 Oct 2021)
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Alan Barlow
IRN AXB00603
- [FCA CF] Functions requiring qualifications (1 Feb 2021 to 17 Jul 2023)
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Alan Christopher Murray
IRN ACM01157
- CF1 Director (AR) (since 17 May 2013)
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Alan Clive Bourne
IRN ACB00050
- [FCA CF] Manager of certification employee (1 Sep 2020 to 31 Dec 2020)
- CF1 Director (AR) (1 Jun 2006 to 10 Jun 2008)
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Alan Crook
IRN AXC03288
- 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 26 Sep 2017)
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Alan Gordon
IRN AXG00895
- 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 15 Apr 2024)
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Alan Hewitt
IRN AXH00203
- Appointed representative dealing with clients for which they require qualification (9 Apr 2020 to 27 Nov 2020)
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Alan Hood
IRN AXH00033
- CF1 Director (AR) (15 May 2006 to 21 Jan 2009)
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.