Quilter Financial Planning Solutions Limited

Name: Quilter Financial Planning Solutions Limited
Address: Senator House, 85 Queen Victoria Street, London, EC4V 4AB, GB
Telephone: 020 7150 4000
Price range: $$
Rating: 4.1

aka Alan Taylor & Co, Adrian Garstang Financial Services, Adam James Financial Solutions, Acacia Financial Services, Quilter Financial Planning Solutions Limited

Authorised FRN 184591 4.1 (19)

About

Quilter Cheviot have been helping clients to help grow and preserve their wealth for over 250 years. Discover more about who we are and the services we offer.

Source: quiltercheviot.com

Contact & Location

Address

Senator House, 85 Queen Victoria St, London EC4V 4AB, UK

More advisers in City of London

Phone

020 7150 4000

Website

quiltercheviot.com

View on Google Maps

Opening Hours

Monday9:00 AM – 5:00 PM

Tuesday9:00 AM – 5:00 PM

Wednesday9:00 AM – 5:00 PM

Thursday9:00 AM – 5:00 PM

Friday9:00 AM – 5:00 PM

SaturdayClosed

SundayClosed

Specialisms

Mortgages Pensions Retirement Investments

Regulatory Information

FRN: 184591
Status: Authorised
Date Authorised: 1 December 2001
Years Authorised: 24 years
Regulator: FCA
Disciplinary Record: Clean Record

FCA Permissions (17)

Show all permissions

✓Acting as a CBTL arranger
✓Acting as a CBTL advisor
✓CBTL Status
✓CBTL Effective Date
✓Agreeing to carry on a regulated activity
✓Advising on Pension Transfers and Pension Opt Outs
✓Debt-counselling
✓Credit Broking
✓Making arrangements with a view to regulated mortgage contracts
✓Making arrangements with a view to a home reversion plan
✓Arranging (bringing about) regulated mortgage contracts
✓Arranging (bringing about) a home reversion plan
✓Advising on regulated mortgage contracts
✓Advising on a home reversion plan
✓Making arrangements with a view to transactions in investments
✓Arranging (bringing about) deals in investments
✓Advising on investments (except on Pension Transfers and Pension Opt Outs)

Companies House

Company Number: 03276760
Company Status: Active
Incorporation Date: 12 November 1996
Directors: 2
Accounts Category: Full
Last Accounts Filed: 31 December 2024
SIC Codes: 64999

Team (20)

Alison Clare Munro Morris
Approved
Steven David Levin
Approved
Mark Oscar Satchel
Approved
Neeta Avnash Kaur Atkar
Approved
Ruth Markland
Approved
Simon Mansell
Approved
Alexander Edward Sharp
ApprovedCertified
Nicholas Sacre-Hardy
ApprovedCertified
Joanna Kate Harris
ApprovedCertified
Gary Stoker
ApprovedCertified
Joshua Green
ApprovedCertified
Kyle Breslin
ApprovedCertified
Mark Colin Murray
ApprovedCertified
Edward William Michielson
ApprovedCertified
Lachlan George Bursle
ApprovedCertified
Lewis Brain
ApprovedCertified
Imogen Tallent
ApprovedCertified
Matthew Dalton
ApprovedCertified
Joseph Brooks
ApprovedCertified
Penny Cole
ApprovedCertified

Google Reviews

4.1

19 reviews on Google

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Quick Facts

London, London
24 years FCA-authorised
20 registered individuals
4 specialisms
17 FCA permissions
CH 03276760

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This listing is auto-generated from publicly available data on the FCA Financial Services Register and Companies House. approval.co.uk does not endorse or recommend this adviser or firm. Verify current authorisation status at register.fca.org.uk.