Quilter Financial Limited

Date authorised
1 April 2013
Companies House
06784783
Last scraped
2 weeks ago
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Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Senator House
    85 Queen Victoria Street
    London
    EC4V 4AB
    UNITED KINGDOM
    Phone
    +442075625800
    Web
    https://www.quilter.com

  • Complaints Contact

    Quilter Financial Planning Complaints Department
    Sunderland
    SR43 4JR
    UNITED KINGDOM
    Phone
    +448081415077

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • Buy-to-Let Mortgage Advice

  • Buy-to-Let Mortgage Arranging

  • Pension Transfer Advice

    For Professional, Retail (Investment), Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Stakeholder pension scheme, Unit

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

  • Equity Release Advice

    For Customer, Home reversion plans

  • Investment Advice (no pensions)

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

  • Mortgage Advice

    For Customer, Regulated mortgage contract

  • Authorised to Operate

    Show 1 limitation
    • · The firm can only agree to carry on the regulated activities specified in this Notice.

  • Equity Release Arranging

    For Customer, Home reversion plans

  • Arranges Investments

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

  • Mortgage Arranging

    For Customer, Regulated mortgage contract

  • Buy-to-Let Start Date

  • Buy-to-Let Status

  • Credit Brokering

  • Debt Advice

    Show 2 limitations
    • · This permission is limited to debt counselling with no debt management activity
    • · Limited to counselling for investment advice

  • Equity Release Setup

    For Customer, Home reversion plans

  • Mortgage Setup

    For Customer, Regulated mortgage contract

  • Investment Setup

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Christopher John Wilson

    IRN CJW01280

    • CF30 Customer (9 Dec 2010 to 27 Jul 2012)
  • Christopher Jonathan Green

    IRN CXG00039

    • CF30 Customer (19 Aug 2010 to 10 Jun 2013)
  • Christopher Kenneth Smith

    IRN CKS00002

    • CF30 Customer (7 Mar 2011 to 10 Dec 2012)
  • Christopher Lang

    IRN CJL01139

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 22 Aug 2025)
    • CF30 Customer (12 Dec 2014 to 22 Aug 2025)
  • Christopher Michael Benarr

    IRN CMB01202

    • CF30 Customer (1 Feb 2011 to 25 Jul 2013)
  • Christopher Mullane

    IRN CJM00001

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (since 16 Feb 2023)
    • CF1 Director (AR) (since 21 Sep 2010)
  • Christopher Paul Bearfoot

    IRN CPB00001

    • CF30 Customer (11 Nov 2010 to 31 Dec 2013)
  • Christopher Paul Bowers

    IRN CXB01731

    • Appointed representative dealing with clients for which they require qualification (28 Jul 2020 to 8 Dec 2022)
    • CF30 Customer (8 Jul 2020 to 8 Dec 2022)
  • Christopher Rasbash

    IRN CRR01052

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 12 Mar 2021)
    • CF30 Customer (30 Mar 2017 to 30 Dec 2020)
  • Christopher Robert Miles

    IRN CRM01086

    • CF30 Customer (14 May 2018 to 16 Nov 2018)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

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Recent activity

Updates to this firm's record on the FCA register.

No changes recorded yet.