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.

  • Paul Clutton

    IRN PXC02003

    • (607)CF1 Director (AR) (25 Nov 2011 to 29 Mar 2012)
  • Paul Cooper

    IRN PBC00015

    • (1806)CF30 Customer (1 Nov 2007 to 6 Sep 2013)
    • (1807)CF21 Investment Adviser (13 Dec 2005 to 31 Oct 2007)
    • (1808)CF1 Director (AR) (13 Dec 2005 to 6 Sep 2013)
  • Paul Dark

    IRN PXD00440

    • (24)[FCA CF] Significant management (since 20 Mar 2025)
  • Paul David Hyatt

    IRN PDH00015

    • (2153)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 18 Nov 2022)
    • (2152)CF30 Customer (2 Apr 2012 to 18 Nov 2022)
  • Paul David Reeves

    IRN PDR00016

    • (1103)CF30 Customer (1 Nov 2007 to 12 Feb 2009)
    • (1104)CF21 Investment Adviser (21 Aug 2007 to 31 Oct 2007)
  • Paul Dodds

    IRN PXD00138

    • (971)[FCA CF] Functions requiring qualifications (1 Sep 2020 to 16 Apr 2021)
    • (970)[FCA CF] Client dealing (1 Sep 2020 to 16 Apr 2021)
  • Paul Field

    IRN PRF00014

    • (2036)CF1 Director (AR) (2 Dec 2013 to 15 Mar 2023)
    • (2035)CF30 Customer (2 Apr 2012 to 15 Mar 2023)
  • Paul Finch

    IRN PXF01268

    • (581)CF30 Customer (24 Feb 2011 to 25 Oct 2011)
  • Paul Gregor

    IRN PTG00001

    • (207)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • (208)4. Giving personal recommendations on retail investment products which are not broker funds
    • (210)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (209)CF30 Customer (since 21 Mar 2011)
  • Paul Hargrave

    IRN PXH00055

    • (1468)CF1 Director (AR) (5 Aug 2008 to 24 Feb 2009)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

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Recent activity

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

  1. controlled function added: (415)CF30 Customer

  2. controlled function added: (414)4. Giving personal recommendations on retail investment products which are not broker funds

  3. controlled function added: (413)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)

  4. controlled function added: (412)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose

  5. controlled function added: (411)CF1 Director (AR)

  6. controlled function added: (410)Appointed representative dealing with clients for which they require qualification

  7. controlled function added: (409)CF30 Customer

  8. controlled function added: (408)4. Giving personal recommendations on retail investment products which are not broker funds

  9. controlled function added: (407)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)

  10. controlled function added: (406)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose

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