This firm operates as an appointed representative of QUILTER FINANCIAL SERVICES LIMITED and Quilter Mortgage Planning Limited. Its regulated business runs under their FCA authorisations, and they're jointly legally responsible for what it does.
Addresses
The contact details this firm has registered with the FCA.
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Principal Place of Business
Trym Lodge1 Henbury RoadBristolBS9 3HQUNITED KINGDOM- Phone
- +441179596476
Approved individuals
Senior staff personally approved by the FCA to hold their roles here.
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A&D Wealth Limited
IRN AXL00874
- (1)Employed By (since 31 Mar 2026)
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Alexander Miles Thomas Johnston
IRN AMJ01142
- (2)Employed By (since 17 Feb 2017)
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David Francis Pates
IRN DFP00003
- (1)Employed By (5 Feb 2014 to 28 Apr 2023)
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Michael Alec Haigh
IRN MAH00013
- (2)Employed By (5 Feb 2014 to 27 Jul 2023)
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Simon Alan Pates
IRN SAP01131
- (3)Employed By (since 24 Apr 2014)
Recent activity
Updates to this firm's record on the FCA register.
No changes recorded yet.