This firm is no longer registered as an appointed representative.
It cannot legally carry out FCA-regulated activities. If anyone is currently dealing with this firm as if it still has permission, treat that as a serious red flag and verify directly with the FCA.
This firm operates as an appointed representative of QUILTER WEALTH LIMITED, 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.
Approved individuals
Senior staff personally approved by the FCA to hold their roles here.
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Paul Keith Williams
IRN PKW01021
- (7)Employed By (17 Sep 2008 to 29 Sep 2010)
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Paul Merrigan
IRN PXM00163
- (2)Employed By (since 23 Apr 2008)
- (17)Employed By (5 May 2004 to 30 Dec 2005)
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Paul Salisbury
IRN PXS00176
- (5)Employed By (since 23 Apr 2008)
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Paul Williams
IRN PXW01416
- (50)Employed By (9 Jul 2008 to 19 Dec 2025)
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Perry Beevor
IRN PMB00026
- (7)Employed By (since 12 Oct 2012)
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Peter Lower
IRN PML00019
- (28)Employed By (19 Sep 2012 to 18 May 2015)
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Philip Chandler
IRN PMC00044
- (20)Employed By (5 Oct 2012 to 2 Feb 2016)
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Robert David Gilbert
IRN RDG01081
- (44)Employed By (25 Jan 2010 to 30 Mar 2010)
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Robert John Williams
IRN RJW00113
- (34)Employed By (9 Feb 2009 to 14 Dec 2011)
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Ronald James McDowell
IRN RJM00085
- (6)Employed By (2 Jun 2008 to 9 Sep 2009)
Recent activity
Updates to this firm's record on the FCA register.
No changes recorded yet.