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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James Murray
IRN JXM03596
- CF1 Director (AR) (20 Aug 2015 to 13 Jan 2022)
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James Nicholas Christian Holland
IRN JNH00012
- CF1 Director (AR) (since 8 Jul 2015)
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James Nicholas Wallis Reiss
IRN JNR01056
- CF4 Partner (AR) (22 Feb 2017 to 30 Nov 2018)
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James Patrick Armitage
IRN JPA01047
- CF1 Director (AR) (20 Oct 2015 to 21 Mar 2022)
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James Patrick Gault
IRN JPG00010
- CF1 Director (AR) (since 3 Mar 2021)
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James Patrick Kennedy
IRN JPK00008
- CF4 Partner (AR) (6 Mar 2014 to 21 Mar 2014)
- CF1 Director (AR) (19 Jan 2006 to 21 Jan 2019)
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James Paul Butler
IRN JXB01905
- CF1 Director (AR) (6 Aug 2018 to 30 Sep 2022)
- CF4 Partner (AR) (18 May 2016 to 15 Apr 2021)
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James Paul Seidenstucker
IRN JPS01278
- CF1 Director (AR) (29 Jun 2016 to 11 Oct 2023)
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James Peter Shannon
IRN JPS01251
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 29 Jun 2022)
- CF1 Director (AR) (28 Nov 2017 to 29 Jun 2022)
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James Phillip Rapley
IRN JPR01132
- CF1 Director (AR) (1 Feb 2008 to 2 Mar 2009)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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South Somerset Mortgages Ltd
FRN 457099 · Appointed 21 Nov 2006
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Allenby & Todd Ltd
FRN 161056 · Appointed 14 Nov 2006
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Dunnottar Insurance Services Ltd
FRN 412777 · Appointed 7 Nov 2006
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Financial Solutions NW Ltd
FRN 413035 · Appointed 30 Oct 2006
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Liam Keenan Mortgages
FRN 459174 · Appointed 26 Oct 2006
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David Warnock
FRN 458800 · Appointed 19 Oct 2006
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Mortgage Connections UK Limited
FRN 407627 · Appointed 13 Oct 2006
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Lakeside Financial Solutions Ltd
FRN 432425 · Appointed 9 Oct 2006
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Tre Monti
FRN 457626 · Appointed 25 Sep 2006
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Face 2 Face Financial Services South West Limited
FRN 455145 · Appointed 26 Jul 2006
Recent activity
Updates to this firm's record on the FCA register.
No changes recorded yet.