Date authorised
1 April 2013
Companies House
05495327
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Senator House
    85 Queen Victoria Street
    London
    EC4V 4AB
    UNITED KINGDOM
    Phone
    +442075625800
  • Complaints Contact

    Quilter Financial Planning Complaints Department
    Sunderland
    SR43 4JR
    UNITED KINGDOM
    Phone
    +448081415077

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • Buy-to-Let Mortgage Advice

  • Buy-to-Let Mortgage Arranging

  • Investment Advice (no pensions)

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Mortgage Advice

    For Customer, Regulated mortgage contract

  • Authorised to Operate

    Show 1 limitation
    • · The firm can only agree to carry on the regulated activities specified in this Notice.
  • Arranges Investments

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Mortgage Arranging

    For Customer, Regulated mortgage contract

  • Buy-to-Let Start Date

  • Buy-to-Let Status

  • Credit Brokering

  • Debt Advice

    Show 1 limitation
    • · This permission is limited to debt counselling with no debt management activity
  • Mortgage Setup

    For Customer, Regulated mortgage contract

  • 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.

  • Andrew Thomas Frear

    IRN ATF00004

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Aug 2022)
  • Andrew William Brown Magill

    IRN AWM00010

    • CF1 Director (AR) (11 Sep 2017 to 12 Jul 2021)
  • Andrew Wilson

    IRN AXW02342

    • CF1 Director (AR) (since 15 Jun 2017)
  • Anelia Rousseva

    IRN AXA02607

    • 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 6 Aug 2012)
  • Angela Carol Melanophy

    IRN ACM00004

    • CF1 Director (AR) (2 Apr 2008 to 9 May 2011)
  • Angela James

    IRN AKJ01026

    • CF1 Director (AR) (since 25 Sep 2019)
  • Angela Lambe

    IRN AML00024

    • [FCA CF] Manager of certification employee (since 1 Sep 2020)
  • Angela Lax

    IRN AXL01562

    • CF4 Partner (AR) (2 Aug 2007 to 4 Jan 2014)
  • Angela Louise Andrew

    IRN ALA01046

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 19 Sep 2023)
    • CF1 Director (AR) (28 Jul 2014 to 19 Sep 2023)
  • Angela Yeowell

    IRN AXY00025

    • Appointed representative dealing with clients for which they require qualification (18 Feb 2020 to 23 Feb 2021)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

  • Gary Malone (no longer appointed)

    FRN 196134 · Appointed 28 Jul 2015 · Until 14 Apr 2021

  • Steven Irving (no longer appointed)

    FRN 414515 · Appointed 24 Jul 2015 · Until 24 Aug 2021

  • Jamie Bray (no longer appointed)

    FRN 200107 · Appointed 24 Jul 2015 · Until 13 Jan 2017

  • Regency Financial Ltd (no longer appointed)

    FRN 228250 · Appointed 24 Jul 2015 · Until 5 Aug 2022

  • Christopher Walters (no longer appointed)

    FRN 171905 · Appointed 23 Jul 2015 · Until 8 Apr 2021

  • IDFM (City) Ltd (no longer appointed)

    FRN 466181 · Appointed 23 Jul 2015 · Until 9 Mar 2026

  • Jim Maguire Financial Services (no longer appointed)

    FRN 153314 · Appointed 23 Jul 2015 · Until 3 Sep 2019

  • Ian Entwistle (no longer appointed)

    FRN 228869 · Appointed 22 Jul 2015 · Until 3 Feb 2020

  • Stuart Andrew Lawes (no longer appointed)

    FRN 200174 · Appointed 22 Jul 2015 · Until 15 Dec 2020

  • Richard Wales (no longer appointed)

    FRN 177824 · Appointed 22 Jul 2015 · Until 30 May 2022

Recent activity

Updates to this firm's record on the FCA register.

No changes recorded yet.