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
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.comContact & Location
Specialisms
Regulatory Information
- FRN
- 440703
- Status
- Authorised
- Date Authorised
- 19 January 2006
- Years Authorised
- 20 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
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
ApprovedElliott James Vigar
ApprovedAhmed Bawa
ApprovedNeeta Avnash Kaur Atkar
ApprovedSimon Mansell
ApprovedAlison Clare Munro Morris
ApprovedRoger Anthony Lane
ApprovedSteven David Levin
ApprovedGary David Greenfield
ApprovedMark Oscar Satchel
ApprovedBabak Ismayil
ApprovedArchibald Wilson
ApprovedCertifiedRyan Vincent O'Connell
ApprovedCertifiedEmma Jane Wray
ApprovedCertifiedChristopher Ian Cowley
ApprovedCertifiedPhillip Jennings
ApprovedCertifiedPhilippa Sarah Payne
ApprovedCertifiedRobert Burton
ApprovedCertifiedThomas Williams
ApprovedCertifiedMichael Addle
ApprovedCertified
Google Reviews
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.