Quilter Investors Limited
Addresses
The contact details this firm has registered with the FCA.
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Principal Place of Business
Senator House85 Queen Victoria StreetLondonEC4V 4ABUNITED KINGDOM- Phone
- +4408081712626
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Complaints Contact
QuilterSunderlandSR43 4JPUNITED KINGDOM- Phone
- +4408081712626
What this firm is allowed to do
The regulated activities the FCA has granted this firm permission to carry out.
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Arranges Investments
For Eligible Counterparty, Professional, Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Spread Bet, Stakeholder pension scheme, Warrant
Show 3 limitations Hide limitations
- · 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.
- · Investment activity in "rights to or interests in investments (security)" is limited to the investment types granted for this activity.
- · Investment activity in "rights to or interests in investments (contractually based)" is limited to investment types granted for this activity.
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Stockbroking
For Eligible Counterparty, Professional, Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Spread Bet, Stakeholder pension scheme, Unit, Warrant
Show 3 limitations Hide limitations
- · Investment activity in "rights to or interests in investments (security)" is limited to the investment types granted for this activity.
- · Investment activity in "rights to or interests in investments (contractually based)" is limited to investment types granted for this activity.
- · 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.
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Investment Setup
For Eligible Counterparty, Professional, Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Spread Bet, Unit, Warrant
Show 3 limitations Hide limitations
- · 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.
- · Investment activity in "rights to or interests in investments (contractually based)" is limited to investment types granted for this activity.
- · Investment activity in "rights to or interests in investments (security)" is limited to the investment types granted for this activity.
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Retail Investment Funds
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Specialist Investment Funds
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Manages Your Portfolio
For Professional, Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rolling spot forex contract, Share, Spread Bet, Stakeholder pension scheme, Unit, Warrant
Approved individuals
Senior staff personally approved by the FCA to hold their roles here.
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Ian Goldin
IRN IXG01183
- CF2 Non Executive Director (11 Dec 2009 to 11 May 2012)
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Ingrid Gail Johnson
IRN IGJ01008
- CF1 Director (12 May 2014 to 19 Apr 2018)
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James Christopher Brophy
IRN JCB01290
- CF2 Non Executive Director (23 May 2011 to 2 Aug 2013)
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James McMeehan Roberts
IRN JXR00065
- CF27 Investment Management (21 Nov 2002 to 1 Aug 2006)
- CF1 Director (25 Feb 2002 to 1 Aug 2006)
- CF3 Chief Executive (25 Feb 2002 to 14 Aug 2002)
- CF8 Apportionment and Oversight (25 Feb 2002 to 14 Aug 2002)
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James Millard
IRN JEM01177
- CF1 Director (18 Jun 2009 to 17 Jan 2013)
- CF30 Customer (1 Nov 2007 to 6 Jun 2013)
- CF27 Investment Management (1 Dec 2003 to 31 Oct 2007)
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Jamie Frank
IRN JXF01940
- [FCA CF] CASS oversight function (since 14 Jul 2025)
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Jamie Joseph Edward MacLeod
IRN JJM01159
- CF3 Chief Executive (14 Aug 2002 to 9 Sep 2009)
- CF1 Director (14 Aug 2002 to 9 Sep 2009)
- CF8 Apportionment and Oversight (14 Aug 2002 to 31 Mar 2009)
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Jane Carolyn Hanson
IRN JCH01140
- CF2 Non Executive Director (19 Jul 2013 to 2 Nov 2016)
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Jason Scott Collins
IRN JSC01095
- CF27 Investment Management (2 Dec 2002 to 8 Jul 2005)
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Jennifer Katherine Davidson
IRN JXD00315
- SMF3 Executive Director (23 Jan 2025 to 4 Jul 2025)
- [FCA CF] Manager of certification employee (31 Mar 2023 to 23 Jan 2025)
- [FCA CF] Material risk taker (31 Mar 2023 to 23 Jan 2025)
- [FCA CF] Significant management (4 Jul 2022 to 23 Jan 2025)
Recent activity
Updates to this firm's record on the FCA register.
No changes recorded yet.