This firm is no longer registered as an appointed representative.

It cannot legally carry out FCA-regulated activities. If anyone is currently dealing with this firm as if it still has permission, treat that as a serious red flag and verify directly with the FCA.

Quilter Private Client Advisers Limited

Watch for changes

FRN: 227836

Watch for changes

Approved individuals

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

Wayne Smith
IRN WXS01192
- (206)Employed By (12 May 2016 to 10 Mar 2017)
William Gregory Spencer Gordon-James
IRN WGG00006
- (23)Employed By (27 Jul 2009 to 21 Aug 2012)
William MacArtney
IRN WXM00015
- (7)Employed By (20 Jun 2007 to 18 Dec 2012)
Wonsang Lee
IRN WXL01174
- (9)Employed By (28 Apr 2017 to 10 Sep 2018)
Zara Marion Davis
IRN ZMM01005
- (174)Employed By (9 May 2023 to 16 Apr 2025)

Recent activity

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

No changes recorded yet.

What it all means

A quick guide to the terms on this page.

The FCA: The Financial Conduct Authority is the UK's regulator for banking, lending, insurance, investments and payments. Any firm offering these services has to be authorised by the FCA.
Permissions: The specific regulated activities a firm is allowed to carry out, like advising on insurance, lending money or arranging investments. Anything outside this list isn't covered.
Approved individuals: Senior staff (directors, compliance officers and similar) have to be approved by the FCA personally before they can take up the role. They're held accountable for the firm's conduct.
Appointed representatives: Smaller firms can do regulated business under another firm's authorisation rather than getting their own. The bigger firm (the 'principal') is legally on the hook for what they do.

Information on this page is sourced from the official FCA register.