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.

  • Timothy Guy Collyer

    IRN TGC00012

    • CF30 Customer (8 Aug 2014 to 1 Dec 2017)
  • Timothy James Breedon

    IRN TJB01107

    • SMF7 Group Entity Senior Manager (15 Feb 2023 to 11 Sep 2024)
  • Timothy James Skelton-Smith

    IRN TXS04140

    • [FCA CF] Significant management (since 1 Jul 2025)
  • Timothy James William Tookey

    IRN TJT01027

    • CF1 Director (31 Aug 2017 to 13 Mar 2019)
  • Timothy John Creasey

    IRN TJC01083

    • Appointed representative dealing with clients for which they require qualification (14 Aug 2023 to 9 Feb 2024)
    • CF30 Customer (7 Aug 2023 to 9 Feb 2024)
  • Timothy John Lavender

    IRN TJL00014

    • CF30 Customer (28 Jan 2011 to 5 Oct 2017)
  • Timothy Lynch

    IRN TXL78700

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • Appointed representative dealing with clients for which they require qualification (since 13 May 2020)
    • CF30 Customer (since 13 May 2020)
  • Timothy Mark Lambert

    IRN TML01043

    • CF30 Customer (10 Dec 2010 to 17 Jun 2013)
  • Timothy Williams

    IRN TNW01012

    • Appointed representative dealing with clients for which they require qualification (20 Apr 2022 to 27 Feb 2026)
    • CF30 Customer (24 Mar 2022 to 27 Feb 2026)
  • Timothy Yates

    IRN TJY01011

    • Appointed representative dealing with clients for which they require qualification (19 Dec 2019 to 22 Oct 2025)
    • CF30 Customer (11 Aug 2011 to 22 Oct 2025)
    • CF1 Director (AR) (11 Aug 2011 to 22 Oct 2025)
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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.