QUILTER WEALTH LIMITED

Date authorised
1 April 2013
Companies House
04500273
Last scraped
3 weeks ago
Watch for changes

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 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
    • · 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
    • · 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)

    Show 1 limitation
    • · 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
    • · 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

    Show 1 limitation
    • · 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
    • · 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.

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Glenn Ivan Gibbions

    IRN GIG00001

    • CF21 Investment Adviser (29 Apr 2003 to 30 Jun 2005)
  • Glyn Parry Jones

    IRN GPJ01004

    • SMF7 Group Entity Senior Manager (9 Dec 2019 to 12 May 2022)
    • CF2 Non Executive Director (1 Nov 2016 to 8 Dec 2019)
  • Glynne Adrian Dunn

    IRN GAD00023

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Feb 2024)
    • CF1 Director (AR) (13 Dec 2018 to 1 Feb 2024)
    • CF30 Customer (13 Dec 2018 to 1 Feb 2024)
  • Gordon Bartlett Turner

    IRN GBT00004

    • CF30 Customer (1 Nov 2007 to 6 Feb 2008)
    • CF21 Investment Adviser (15 Sep 2006 to 31 Oct 2007)
    • CF7 Sole Trader (AR) (15 Sep 2006 to 31 Jan 2007)
  • Gordon Heeley Bird

    IRN GHB00010

    • CF21 Investment Adviser (5 Jan 2004 to 5 Jul 2005)
  • Gordon Raymond Bell

    IRN GRB01128

    • CF30 Customer (14 Jul 2010 to 7 Aug 2011)
    • CF1 Director (AR) (14 Jul 2010 to 7 Aug 2011)
  • Gordon Wayne Bareham

    IRN GXB00112

    • CF1 Director (AR) (20 Jan 2010 to 21 Jul 2011)
    • CF4 Partner (AR) (30 Jul 2008 to 20 Jan 2010)
    • CF30 Customer (30 Jul 2008 to 21 Jul 2011)
  • Graeme Brown

    IRN GXB01687

    • CF30 Customer (8 Oct 2012 to 6 Dec 2012)
  • Graeme John Peden

    IRN GJP01120

    • [FCA CF] Functions requiring qualifications (30 Nov 2020 to 31 May 2021)
  • Graham Carruthers

    IRN GXC00058

    • CF30 Customer (4 Apr 2012 to 27 Jul 2016)
    • CF1 Director (AR) (4 Apr 2012 to 27 Jul 2016)
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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.

No changes recorded yet.