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.

  • Graham John Hort

    IRN GJH00014

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 29 Jan 2021)
  • Graham Jones

    IRN GXJ00033

    • [FCA CF] Functions requiring qualifications (1 Sep 2020 to 22 Apr 2021)
    • [FCA CF] Client dealing (1 Sep 2020 to 22 Apr 2021)
  • Graham Leslie Guppy

    IRN GXG00004

    • CF30 Customer (2 Apr 2012 to 23 Apr 2013)
  • Graham Leslie Simpson

    IRN GLS01042

    • CF30 Customer (6 Jun 2008 to 27 Jul 2011)
  • Graham Roger Land

    IRN GRL00019

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 24 Jun 2021)
    • CF30 Customer (2 Apr 2012 to 17 Jun 2021)
  • Graham Roy Mitchelhill

    IRN GRM00019

    • Appointed representative dealing with clients for which they require qualification (6 Mar 2023 to 9 Jun 2023)
  • Grainger Jones

    IRN GVJ00002

    • CF1 Director (AR) (31 Aug 2012 to 20 Jul 2016)
    • CF30 Customer (8 Apr 2010 to 5 May 2015)
  • Gregor Ninian Stewart

    IRN GNS01032

    • SMF9 Chair of the Governing Body (9 Dec 2019 to 30 Jun 2020)
    • SMF10 Chair of the Risk Committee (9 Dec 2019 to 30 Jun 2020)
    • SMF11 Chair of the Audit Committee (9 Dec 2019 to 30 Jun 2020)
    • CF2 Non Executive Director (7 Oct 2015 to 8 Dec 2019)
  • Gregory Robert Turnbull

    IRN GRT01060

    • CF30 Customer (29 Nov 2011 to 8 Nov 2015)
  • Gregory Scott Kangley

    IRN GSK00003

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 23 Nov 2020)
    • CF1 Director (AR) (13 Aug 2015 to 23 Nov 2020)
    • CF30 Customer (13 Aug 2015 to 23 Nov 2020)
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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.