QUILTER WEALTH LIMITED

• 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

• Buy-to-Let Mortgage Advice

• Buy-to-Let Mortgage Arranging

• Pension Transfer Advice

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

  Show 1 limitation Hide limitations

  • · Investment activity in rights to or interests in investments (security) and rights to or interests in investments (contractually based investment) is limited to the investment types granted for this activity

• Equity Release Advice

  For Customer, Home reversion plans

• Investment Advice (no pensions)

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

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Mortgage Advice

  For Customer, Regulated mortgage contract

• Authorised to Operate

  For Professional, Retail (Investment)

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  • · The firm can only agree to carry on the regulated activities specified in this Notice.

• Equity Release Arranging

  For Customer, Home reversion plans

• Arranges Investments

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

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Mortgage Arranging

  For Customer, Regulated mortgage contract

• Buy-to-Let Start Date

• Buy-to-Let Status

• Credit Brokering

• Debt Advice

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  • · This permission is limited to debt counselling with no debt management activity

• Equity Release Setup

  For Customer, Home reversion plans

• Mortgage Setup

  For Customer, Regulated mortgage contract

• Investment Setup

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

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Brian Arthur Marchant

  IRN BAM01088

  • CF30 Customer (10 Jan 2013 to 31 Jan 2020)
• Brian Crowley

  IRN BPC01111

  • CF30 Customer (2 Apr 2012 to 28 Jun 2013)
• Brian Duncan

  IRN BXD01232

  • CF30 Customer (3 Feb 2010 to 6 Sep 2013)
• Brian Emil Robinson

  IRN BER00004

  • CF4 Partner (AR) (26 Apr 2013 to 12 May 2021)
• Brian George Emslie

  IRN BGE00003

  • CF30 Customer (2 Apr 2012 to 6 Apr 2013)
• Brian James

  IRN BPJ00001

  • Appointed representative dealing with clients for which they require qualification (14 Dec 2021 to 1 Feb 2024)
  • CF1 Director (AR) (8 Dec 2021 to 1 Feb 2024)
  • CF30 Customer (9 Mar 2021 to 1 Feb 2024)
• Brian Robert Hill

  IRN BRH01046

  • CF1 Director (AR) (7 May 2009 to 29 Dec 2009)
  • CF30 Customer (7 May 2009 to 29 Dec 2009)
• Brian William Flindall

  IRN BWF00004

  • CF1 Director (AR) (20 Apr 2009 to 14 Mar 2012)
  • CF30 Customer (28 Jul 2008 to 14 Mar 2012)
• Bulvant Singh Khaira

  IRN BSK01013

  • CF1 Director (AR) (5 Nov 2008 to 31 Dec 2014)
  • CF4 Partner (AR) (24 Feb 2006 to 22 Dec 2008)
• Callum James Yates

  IRN CXY00085

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • 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. Giving personal recommendations on retail investment products which are not broker funds
  • Appointed representative dealing with clients for which they require qualification (since 8 Jan 2025)
  • CF30 Customer (since 3 Jan 2025)

• Furnley House Wealth Management Ltd (no longer appointed)

  FRN 595628 · Appointed 27 Jan 2014 · Until 30 Dec 2014

• Michal Cuper (no longer appointed)

  FRN 613409 · Appointed 22 Jan 2014 · Until 26 Nov 2020

• Haverfords Limited (no longer appointed)

  FRN 613136 · Appointed 13 Jan 2014 · Until 18 Dec 2015

• Woodwards Wealth Management Limited (no longer appointed)

  FRN 613056 · Appointed 10 Jan 2014 · Until 7 May 2020

• Rutland Financial Services Limited (no longer appointed)

  FRN 612042 · Appointed 18 Dec 2013 · Until 20 Apr 2023

• Ashley Law Financial Solutions Limited (no longer appointed)

  FRN 611660 · Appointed 16 Dec 2013 · Until 3 Feb 2023

• Kevin Roche (no longer appointed)

  FRN 611519 · Appointed 11 Dec 2013 · Until 4 Feb 2015

• Charles Derby Capital Ltd (no longer appointed)

  FRN 611449 · Appointed 10 Dec 2013 · Until 5 Feb 2021

• Denis Gilgallon (no longer appointed)

  FRN 610828 · Appointed 27 Nov 2013 · Until 27 May 2020

• Robert Dent (no longer appointed)

  FRN 610690 · Appointed 22 Nov 2013 · Until 19 Jun 2021

No changes recorded yet.