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.

  • George Gibson

    IRN GXG00067

    • CF1 Director (AR) (10 Nov 2010 to 30 Jun 2013)
    • CF30 Customer (10 Nov 2010 to 30 Jun 2013)
  • George McGrimmon Reid

    IRN GMR01096

    • Director of firm who is not a certification employee or a SMF manager (since 1 Oct 2025)
    • SMF11 Chair of the Audit Committee (1 Sep 2023 to 30 Sep 2025)
    • CF2 Non Executive Director (31 Aug 2017 to 8 Dec 2019)
  • George McPherson

    IRN GXM00100

    • CF30 Customer (2 Nov 2010 to 31 Dec 2012)
  • George Morrison Clark Murphy

    IRN GMM01061

    • CF30 Customer (7 Jan 2013 to 20 Mar 2015)
  • George Thomas

    IRN GWT01039

    • CF30 Customer (22 Jul 2013 to 7 Mar 2014)
  • Georgia Sherman

    IRN GXS00461

    • [FCA CF] Significant management (20 Jun 2022 to 31 Oct 2024)
  • Georgina Kay

    IRN GXK01507

    • CF4 Partner (AR) (21 Sep 2015 to 26 Oct 2021)
  • Georgina Louise Warren

    IRN GLW01041

    • CF30 Customer (12 Apr 2010 to 31 Dec 2012)
    • CF4 Partner (AR) (12 Apr 2010 to 31 Dec 2012)
  • Georgina Victoria Cooke

    IRN GXC00521

    • [FCA CF] Significant management (since 20 Nov 2023)
  • Gerard Thomas Moore

    IRN GTM01013

    • CF2 Non Executive Director (17 Oct 2013 to 8 Nov 2013)
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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.

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