QUILTER WEALTH LIMITED

Open as Markdown
Date authorised
1 April 2013
Companies House
04500273
Last scraped
2 days ago

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Senator House
    85 Queen Victoria Street
    London
    EC4V 4AB
    UNITED KINGDOM
    Phone
    +442075625800
    Web
    https://www.quilter.com

  • Complaints Contact

    Quilter Financial Planning Complaints Department
    Sunderland
    SR43 4JR
    UNITED 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)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

  • David Berry Mortgages Ltd(no longer appointed)

    FRN 402028 · Appointed 16 Jul 2009 · Until 30 Nov 2010

  • MDM Financial Solutions(no longer appointed)

    FRN 460874 · Appointed 15 Jul 2009 · Until 22 Jul 2013

  • MBFS Financial Ltd(no longer appointed)

    FRN 457530 · Appointed 8 Jul 2009 · Until 16 Oct 2017

  • Ray Monaghan Ltd(no longer appointed)

    FRN 502661 · Appointed 22 Jun 2009 · Until 14 Jul 2010

  • All Set Financial Ltd(no longer appointed)

    FRN 464185 · Appointed 22 Jun 2009 · Until 4 May 2012

  • Peter Beardmore(no longer appointed)

    FRN 502498 · Appointed 18 Jun 2009 · Until 23 May 2017

  • John Cannaby Associates Ltd(no longer appointed)

    FRN 502338 · Appointed 15 Jun 2009 · Until 19 Jun 2014

  • Mel Chikatah(no longer appointed)

    FRN 502337 · Appointed 15 Jun 2009 · Until 2 Jun 2010

  • Sanjiv Patel(no longer appointed)

    FRN 501326 · Appointed 12 Jun 2009 · Until 7 Jul 2009

  • Sandeep Dhir(no longer appointed)

    FRN 502255 · Appointed 11 Jun 2009 · Until 7 Aug 2009

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Recent activity

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

  1. controlled function added: (425)4. Giving personal recommendations on retail investment products which are not broker funds

  2. controlled function added: (424)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)

  3. controlled function added: (423)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose

  4. controlled function added: (422)CF1 Director (AR)

  5. controlled function added: (421)Appointed representative dealing with clients for which they require qualification

  6. controlled function added: (420)CF30 Customer

  7. controlled function added: (419)4. Giving personal recommendations on retail investment products which are not broker funds

  8. controlled function added: (418)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)

  9. controlled function added: (417)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose

  10. controlled function added: (416)Appointed representative dealing with clients for which they require qualification

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