Quilter Financial Planning Solutions Limited

Reference number: 184591

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Authorised by the FCA

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Other names (1116)

If you were contacted under any of these names, it is this firm.

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  • Lifetime Financial Planning Former trading name
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  • Mayfair Former trading name
  • Mayfair IFA Former trading name
  • MB IFA Former trading name
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  • McIntosh and Thomas Former trading name
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FCA permissions and consumer protection

  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Advise on or arrange mortgages · Arrange equity release FSCS may apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (14 permissions)
  • Acting as a CBTL advisor
  • Acting as a CBTL arranger
  • Advising on a home reversion plan
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on Pension Transfers and Pension Opt Outs
  • Advising on regulated mortgage contracts
  • Arranging (bringing about) a home reversion plan
  • Arranging (bringing about) deals in investments
  • Arranging (bringing about) regulated mortgage contracts
  • Credit Broking
  • Debt-counselling
  • Making arrangements with a view to a home reversion plan
  • Making arrangements with a view to regulated mortgage contracts
  • Making arrangements with a view to transactions in investments

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
03276760
Company status
Active
Company type
Private limited company
Incorporated
12 November 1996 (29 years old)
Registered office
Senator House, 85 Queen Victoria Street, London, EC4V 4AB, United Kingdom
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Stephen Charles Gazard Director Jul 1976 3 Jul 2020 52 other companies
Stuart James Geard Director May 1974 1 Jun 2024 34 other companies
QUILTER COSEC SERVICES LIMITED Corporate secretary Not published 12 Jan 2018 –

Other companies run by these 2 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies
71
closed down
36
went insolvent
7

In the full report: all 71 companies, named

  • What each company does, and whether it is still trading
  • Which of these 2 directors sit on each board, and since when
  • The 7 that went into liquidation or administration
  • The 15 on the FCA register
  • The 15 companies these 2 directors run together
  • All 46 people who have ever been directors, with their dates
Instant PDF download

Key dates in its history

Quilter Financial Planning Solutions’s history from the FCA register and Companies House, newest first.

Key events (11) All events (2327)

2020

3 July 2020

  • Board replaced: both directors left and 2 new directors took over

Companies House

26 February 2020

  • Changed its registered name from "POSITIVE SOLUTIONS (FINANCIAL SERVICES) LTD."

FCA register

20 February 2020

  • Changed its registered name from "Positive Solutions (Financial Services) Ltd"
  • Changed its registered name from "Quilter Financial Planning Solutions Limited"

FCA register

2017

3 February 2017

  • Board replaced: both directors left and 2 new directors took over

Companies House

2016

6 April 2016

  • Quilter Financial Planning Limited took control (75–100% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2001

1 December 2001

  • Regulated by the Financial Services Authority from this date
  • Became authorised by the FCA

FCA register

1997

18 July 1997

  • Regulated by the Personal Investment Authority from this date

FCA register

1996

12 November 1996

  • Incorporated at Companies House

Companies House

In the full report: all 2327 events

  • All 2327 events in its history (11 shown here)
  • Every director appointment and resignation: 90
Instant PDF download

Firms connected to Quilter Financial Planning Solutions

Other FCA-listed firms that share a director, phone number or address with Quilter Financial Planning Solutions. A link shows who the firm is tied to, not whether either can be trusted.

connected firms
12
share a director
12
share its phone number
5

In the full report: all 12 connected firms, named

  • How each is linked: shared directors (12), the same phone number (5), the same postcode (9)
  • Who links each one: the named directors, with dates
Instant PDF download

Firms like Quilter Financial Planning Solutions

Other firms of the same type (financial adviser), nearest first.

In London

Ernst & Young LLPLondonAuthorisedGallagher (Administration & Investment) LimitedLondonAuthorisedGallagher Risk & Reward LimitedLondonAuthorisedKroll Securities LtdLondonAuthorisedCambridge Mercantile Risk Management (UK) LtdLondonAuthorisedCapita Pension Solutions LimitedLondonAuthorised

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Quilter Financial Planning Solutions

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 71 other companies its directors have run, named
  • 3 background checks on its contact details, 1 flagged
  • All 2327 events in its history
  • 12 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Quilter Financial Planning Solutions Limited FCA authorised?
Yes, Quilter Financial Planning Solutions Limited (FRN 184591) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since December 2001 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Quilter Financial Planning Solutions’ phone number and website?
The FCA register lists the phone number 020 7562 5800 and the website quilter.com for Quilter Financial Planning Solutions. If you were given different contact details, use these to check with the firm before going any further. The same number is also given by 5 other FCA firms.
Is Quilter Financial Planning Solutions a scam or clone?
Quilter Financial Planning Solutions is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Quilter Financial Planning Solutions?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Quilter Financial Planning Solutions to the Financial Ombudsman Service, free of charge.
Who owns Quilter Financial Planning Solutions?
Quilter Financial Planning Solutions is owned by Quilter Financial Planning Limited, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 6 April 2016.
Who runs Quilter Financial Planning Solutions?
Companies House lists 2 directors of Quilter Financial Planning Solutions: Stephen Charles Gazard and Stuart James Geard.
How long has Quilter Financial Planning Solutions been in business?
The company was formed on 12 November 1996, and has held its current FCA authorisation since December 2001.
Does Quilter Financial Planning Solutions use any other names?
It trades as Acacia Financial Services, Adam James Financial Solutions, Adrian Garstang Financial Services, Alan Taylor & Co and Albury Financial Management, and 53 more names. It has previously used 1058 other names, including Positive Solutions (Financial Services) Ltd, 3one6 Solutions and 4 Corners Financial Services.

Sources and links

The full report on Quilter Financial Planning Solutions Limited

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