QUILTER WEALTH LIMITED

Principal Place of Business

Phone

+442075625800

Web

https://www.quilter.com

Complaints Contact

Phone

+448081415077

Buy-to-Let Mortgage Advice

Buy-to-Let Mortgage Arranging

Pension Transfer Advice

For Retail (Investment), Professional, Life Policy, Unit, Stakeholder pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Personal pension scheme

Equity Release Advice

For Customer, Home reversion plans

Investment Advice (no pensions)

For Retail (Non-Investment Insurance), Commercial, Retail (Investment), Professional, Structured Deposits, Certificates representing certain security, Debenture, Government and public security, Life Policy, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Unit, Warrant, Non-investment insurance contracts, Personal pension scheme

Mortgage Advice

For Customer, Regulated mortgage contract

Authorised to Operate

For Retail (Investment), Professional

Equity Release Arranging

For Customer, Home reversion plans

Arranges Investments

For Retail (Non-Investment Insurance), Commercial, Retail (Investment), Professional, Structured Deposits, Certificates representing certain security, Debenture, Government and public security, Life Policy, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Unit, Warrant, Non-investment insurance contracts, Personal pension scheme

Mortgage Arranging

For Customer, Regulated mortgage contract

Credit Brokering

Debt Advice

Equity Release Setup

For Customer, Home reversion plans

Mortgage Setup

For Customer, Regulated mortgage contract

Investment Setup

For Retail (Non-Investment Insurance), Commercial, Retail (Investment), Professional, Structured Deposits, Certificates representing certain security, Debenture, Government and public security, Life Policy, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Unit, Warrant, Non-investment insurance contracts, Personal pension scheme

IRN PRB00032

• (456)CF30 Customer (1 Nov 2007 to 25 Apr 2008)
• (457)CF21 Investment Adviser (8 May 2007 to 31 Oct 2007)

IRN PRH00019

• (565)CF30 Customer (14 Sep 2012 to 6 Apr 2016)

IRN PXS24473

• (1921)[FCA CF] Functions requiring qualifications (1 Sep 2020 to 26 Feb 2021)
• (1920)[FCA CF] Client dealing (1 Sep 2020 to 26 Feb 2021)

IRN PTD01025

• (1788)CF30 Customer (21 Feb 2013 to 23 Sep 2013)

IRN PJW00065

• (317)CF1 Director (AR) (since 23 Jul 2024)

IRN PXW01218

• (1277)CF30 Customer (31 Aug 2010 to 23 Oct 2011)

IRN PXA00063

• (441)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
• (439)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
• (440)7. Giving personal recommendations on long-term care insurance contracts
• (442)4. Giving personal recommendations on retail investment products which are not broker funds
• (443)CF30 Customer (since 25 Jan 2021)
• (444)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)

IRN PDD00019

• (825)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 13 Apr 2023)
• (826)CF1 Director (AR) (28 Aug 2013 to 13 Apr 2023)
• (824)CF30 Customer (22 Oct 2012 to 13 Apr 2023)

IRN PXC00113

• (1588)[FCA CF] Significant management (1 Sep 2020 to 20 Jun 2023)

IRN PXC00104

• (174)CF30 Customer (1 Nov 2007 to 4 Feb 2008)
• (176)CF1 Director (AR) (14 Dec 2004 to 22 May 2006)
• (175)CF21 Investment Adviser (26 Apr 2004 to 31 Oct 2007)