QUILTER WEALTH LIMITED
Addresses
The contact details this firm has registered with the FCA.
Principal Place of Business
Senator House85 Queen Victoria StreetLondonEC4V 4ABUNITED KINGDOM- Phone
- +442075625800
Complaints Contact
Quilter Financial Planning Complaints DepartmentSunderlandSR43 4JRUNITED 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 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
Approved individuals
Senior staff personally approved by the FCA to hold their roles here.
- Victor Paul Woolley
IRN VPW00003
- (483)CF1 Director (AR) (24 Jun 2009 to 24 Dec 2013)
- (482)CF30 Customer (24 Jun 2009 to 24 Dec 2013)
- Victoria Baker
IRN VXB00023
- (1589)[FCA CF] Significant management (1 Sep 2020 to 25 Jun 2021)
- Vijay Maganlal Vaghela
IRN VMV00002
- (1257)CF30 Customer (1 Nov 2007 to 20 Dec 2007)
- (1259)CF7 Sole Trader (AR) (10 Jan 2005 to 14 Jun 2006)
- (1258)CF21 Investment Adviser (9 Dec 2003 to 31 Oct 2007)
- Vinod Khanna
IRN VXK00004
- (283)CF30 Customer (2 Apr 2012 to 31 Dec 2012)
- Vyramuttu Rattinam Ramanathan
IRN VRR00001
- (405)CF30 Customer (1 Nov 2007 to 30 Dec 2011)
- (406)CF21 Investment Adviser (17 Jun 2003 to 31 Oct 2007)
- Warren Vickers
IRN WXV00019
- (46)[FCA CF] Significant management (since 30 Mar 2026)
- Wayne Brandon Butler
IRN WBB00006
- (2255)CF1 Director (AR) (3 Jan 2009 to 24 May 2013)
- (2254)CF30 Customer (3 Jan 2009 to 20 Jan 2011)
- Wayne Godwin
IRN WAG00001
- (1021)CF30 Customer (2 Dec 2011 to 31 Aug 2014)
- Wayne Starkey
IRN WXS00046
- (1124)CF30 Customer (13 Oct 2009 to 30 Sep 2011)
- Wilhelmina Dew
IRN WXD01150
- (2202)CF4 Partner (AR) (21 Dec 2015 to 3 Jan 2017)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
- JSB Financial Solutions Ltd(no longer appointed)
FRN 515029 · Appointed 22 Dec 2009 · Until 6 Dec 2010
- HL Financial Consultants Ltd(no longer appointed)
FRN 514732 · Appointed 16 Dec 2009 · Until 27 Sep 2017
- Watters Property Sales & Financial Services(no longer appointed)
FRN 514192 · Appointed 8 Dec 2009 · Until 28 Mar 2011
- One Stop Wealth Management Ltd(no longer appointed)
FRN 513725 · Appointed 2 Dec 2009 · Until 20 Apr 2015
- DJB Wealth Management Ltd(no longer appointed)
FRN 513561 · Appointed 30 Nov 2009 · Until 28 Dec 2013
- Charles Derby Associates Wealth Management Ltd(no longer appointed)
FRN 513083 · Appointed 20 Nov 2009 · Until 16 Dec 2013
- Portcullis Wealth Management Limited(no longer appointed)
FRN 512444 · Appointed 16 Nov 2009 · Until 15 Sep 2011
Recent activity
Updates to this firm's record on the FCA register.
controlled function added: (455)Appointed representative dealing with clients for which they require qualification
controlled function added: (454)CF30 Customer
controlled function added: (453)4. Giving personal recommendations on retail investment products which are not broker funds
controlled function added: (452)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
controlled function added: (451)7. Giving personal recommendations on long-term care insurance contracts
controlled function added: (450)SMF24 Chief Operations
controlled function added: (449)Appointed representative dealing with clients for which they require qualification
controlled function added: (448)CF30 Customer
controlled function added: (447)4. Giving personal recommendations on retail investment products which are not broker funds
controlled function added: (446)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)