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 RLB00002

• (1050)CF30 Customer (4 Mar 2011 to 24 Dec 2013)
• (1051)CF4 Partner (AR) (4 Mar 2011 to 24 Dec 2013)

IRN RJD01175

• (892)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 29 Oct 2021)
• (891)CF30 Customer (23 Apr 2012 to 29 Oct 2021)

IRN RXH00044

• (1071)CF4 Partner (AR) (18 Feb 2014 to 30 Jan 2021)
• (1070)CF30 Customer (18 Jul 2013 to 30 Jan 2021)

IRN RXM01638

• (484)SMF9 Chair of the Governing Body (since 1 Sep 2023)
• (2248)SMF7 Group Entity Senior Manager (4 Feb 2021 to 31 Aug 2023)
• (2249)CF2 Non Executive Director (25 Jun 2018 to 8 Dec 2019)

IRN RXC01719

• (450)CF1 Director (AR) (3 Sep 2009 to 26 Jul 2011)

IRN RXM00682

• (380)7. Giving personal recommendations on long-term care insurance contracts
• (381)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
• (382)4. Giving personal recommendations on retail investment products which are not broker funds
• (384)Appointed representative dealing with clients for which they require qualification (since 21 Jul 2022)
• (383)CF30 Customer (since 8 Jul 2022)

IRN RLR01039

• (2087)CF30 Customer (2 Apr 2012 to 22 Aug 2015)

IRN RNW01040

• (1780)CF30 Customer (17 Jun 2013 to 4 Aug 2014)

IRN SXA00014

• (1883)Appointed representative dealing with clients for which they require qualification (1 Jun 2021 to 23 Jun 2021)

IRN SXM52195

• (1596)Appointed representative dealing with clients for which they require qualification (15 Apr 2021 to 8 Jun 2022)