Quilter Financial Services Limited

Reference number: 440703

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

In the full report: 3 background checks, 1 thing worth a closer look

  • When quilter.com first appeared online, and whether it can receive email
  • What kind of line 020 7562 5800 is, and the 5 other firms that give it
  • Whether EC4V 4AB is a shared office: 32 other firms give it
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Other names (62)

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

  • Acacia Financial Services Trading name
  • Adam James Financial Solutions Trading name
  • Adrian Garstang Financial Services Trading name
  • Alan Taylor & Co Trading name
  • Albury Financial Management Trading name
  • Appropriate Advice Trading name
  • Barlow Financial Management Trading name
  • Birdie Financial Services Trading name
  • Block Wealth Management Trading name
  • City Wealth Management Trading name
  • Clarity Financial Services Trading name
  • Connect Financial Consultancy Trading name
  • Cox & Company Independent Financial Advisers Trading name
  • Davidson Associates (Financial Services) Trading name
  • Davidson Financial Services Trading name
  • Des Flanagan Investment Solutions Trading name
  • Farrow Consultancy Trading name
  • Financially Speaking Trading name
  • Financial Planning Union Trading name
  • GAVIN TANK LONDON Trading name
  • Gemini Financial Management Trading name
  • Hardie Financial Trading name
  • Holms Medical Professional Financial Solutions Trading name
  • Ian Morton Financial Services Trading name
  • Ichthus Financial Services Trading name
  • IHT Solutions by Ripley Wales Financial Planning Trading name
  • Insight Financial Services Trading name
  • Jon Shaw Independent Mortgage Broker Trading name
  • Kadwell Financial Management Trading name
  • Kotecha Sach Trading name
  • Lake District Mortgages Trading name
  • Lakeland Financial Solutions Trading name
  • Langham Associates Trading name
  • Lee Mercer Financial Planning Trading name
  • Lifepoint Lifecare Trading name
  • Mark Till Mortgages & Financial Services Trading name
  • Mike Haycox Financial Planning Trading name
  • Mortgage Solutions York Trading name
  • Mortgages SK12 Trading name
  • NGC Wealth Management Trading name
  • Pallas Financial Services Trading name
  • Parris Financial Planning Trading name
  • Pension Review for you Trading name
  • Positive Mortgages Trading name
  • Positive Solutions Trading name
  • Prism Financial Solutions Trading name
  • Quilter Trading name
  • Quilter Financial Planning Solutions Trading name
  • Richard Burcham Associates Trading name
  • Ripley Wales Financial Planning Trading name
  • RWFP Trading name
  • S K I Associates Trading name
  • Swan Financial Services Trading name
  • The Family Office Trading name
  • Watson Financial Planning Trading name
  • West Coast Financial Services Trading name
  • Woodcote Financial Services Trading name
  • yeendFT Trading name
  • Yellow Brick Road Financial Planning Trading name
  • Intrinsic Financial Planning Ltd Former name
  • Intrinsic Wealth Management Former trading name
  • Quilter Wealth Former trading name

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
05506637
Company status
Active
Company type
Private limited company
Incorporated
13 July 2005 (21 years old)
Registered office
Senator House, 85 Queen Victoria Street, London, EC4V 4AB, United Kingdom
Nature of business
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)

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 14 people who have ever been directors, with their dates
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Key dates in its history

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

Key events (8) All events (98)

2020

3 July 2020

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

Companies House

2019

1 July 2019

  • Changed its registered name from "Intrinsic Financial Planning Ltd"

FCA register

2017

31 March 2017

  • Board replaced: all 3 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

2006

19 January 2006

  • Became authorised by the FCA

FCA register

2005

12 December 2005

  • Regulated by the Financial Services Authority from this date

FCA register

13 July 2005

  • Incorporated at Companies House

Companies House

In the full report: all 98 events

  • All 98 events in its history (8 shown here)
  • Every director appointment and resignation: 24
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Firms connected to Quilter Financial Services

Other FCA-listed firms that share a director, phone number or address with Quilter Financial Services. 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
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Firms like Quilter Financial Services

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 Services

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 98 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 Services Limited FCA authorised?
Yes, Quilter Financial Services Limited (FRN 440703) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since January 2006 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Quilter Financial Services’ phone number and website?
The FCA register lists the phone number 020 7562 5800 and the website quilter.com for Quilter Financial Services. 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 Services a scam or clone?
Quilter Financial Services 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 Services?
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 Services to the Financial Ombudsman Service, free of charge.
Who owns Quilter Financial Services?
Quilter Financial Services 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 Services?
Companies House lists 2 directors of Quilter Financial Services: Stephen Charles Gazard and Stuart James Geard.
How long has Quilter Financial Services been in business?
The company was formed on 13 July 2005, and has held its current FCA authorisation since January 2006.
Does Quilter Financial Services 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 54 more names. It has previously used 3 other names: Intrinsic Financial Planning Ltd, Intrinsic Wealth Management and Quilter Wealth.

Sources and links

The full report on Quilter Financial Services Limited

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