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QUILTER FINANCIAL SERVICES LIMITED logo

QUILTER FINANCIAL SERVICES LIMITED

aka Appropriate Advice, Albury Financial Management, Alan Taylor & Co, Adrian Garstang Financial Services, Adam James Financial Solutions, Acacia Financial Services, QUILTER FINANCIAL SERVICES LIMITED

Authorised FRN 440703 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
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

Regulatory Information

Status
Authorised
Date Authorised
19 January 2006
Years Authorised
20 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
05506637
Company Status
Active
Incorporation Date
13 July 2005
Directors
2
Accounts Category
Full
Last Accounts Filed
31 December 2024
SIC Codes
66190

Team (20)

  • Ruth Markland

    Approved
  • Elliott James Vigar

    Approved
  • Ahmed Bawa

    Approved
  • Neeta Avnash Kaur Atkar

    Approved
  • Simon Mansell

    Approved
  • Alison Clare Munro Morris

    Approved
  • Roger Anthony Lane

    Approved
  • Steven David Levin

    Approved
  • Gary David Greenfield

    Approved
  • Mark Oscar Satchel

    Approved
  • Babak Ismayil

    Approved
  • Archibald Wilson

    ApprovedCertified
  • Ryan Vincent O'Connell

    ApprovedCertified
  • Emma Jane Wray

    ApprovedCertified
  • Christopher Ian Cowley

    ApprovedCertified
  • Phillip Jennings

    ApprovedCertified
  • Philippa Sarah Payne

    ApprovedCertified
  • Robert Burton

    ApprovedCertified
  • Thomas Williams

    ApprovedCertified
  • Michael Addle

    ApprovedCertified

Google Reviews

4.1

19 reviews on Google

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Quick Facts

  • London, London
  • 20 years FCA-authorised
  • 20 registered individuals
  • 4 specialisms
  • 17 FCA permissions
  • CH 05506637

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Data Sources

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.