Quilter Financial Limited

Date authorised
1 April 2013
Companies House
06784783
Last scraped
2 weeks ago
Watch for changes

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.

  • Gregory Chong

    IRN GPC00003

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Jun 2021)
    • CF30 Customer (21 Apr 2017 to 30 Jun 2021)
  • Gregory Harris

    IRN GXH01906

    • CF1 Director (AR) (12 Aug 2022 to 22 Apr 2024)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 22 Apr 2024)
    • CF30 Customer (7 Feb 2018 to 22 Apr 2024)
  • Gregory Lee Jenkins

    IRN GLJ01009

    • CF30 Customer (25 Mar 2013 to 1 Jun 2016)
    • CF4 Partner (AR) (25 Mar 2013 to 1 Jun 2016)
  • Gregory William Knight

    IRN GWK00003

    • CF1 Director (AR) (6 Feb 2013 to 26 Mar 2014)
    • CF4 Partner (AR) (20 Apr 2011 to 25 Jan 2013)
  • Gurinder Singh Grewal

    IRN GSG00009

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 2 Jan 2024)
    • CF30 Customer (27 Jun 2019 to 2 Jan 2024)
  • Guy Edward Skinner

    IRN GES01050

    • CF1 Director (AR) (7 Jul 2010 to 31 May 2013)
    • CF30 Customer (7 Jul 2010 to 31 May 2013)
  • Guy Robert Charles Davis

    IRN GRD00004

    • CF30 Customer (23 Dec 2009 to 31 May 2013)
  • Haleam Muhashash

    IRN HXM01525

    • CF30 Customer (26 Jun 2013 to 31 Dec 2014)
  • Hanlie Van Staden

    IRN HXV01130

    • [FCA CF] Manager of certification employee (since 1 Dec 2025)
    • [FCA CF] Significant management (since 30 Sep 2024)
  • Hannah Cooper

    IRN HXM01281

    • CF30 Customer (23 Oct 2010 to 31 Dec 2012)
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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.