QUILTER WEALTH LIMITED

Date authorised
1 April 2013
Companies House
04500273
Last scraped
3 weeks ago
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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.

  • Joseph Philip Hartley

    IRN JPH00010

    • CF1 Director (AR) (8 Oct 2012 to 13 Mar 2020)
    • CF30 Customer (8 Oct 2012 to 31 Dec 2012)
  • Joseph Samuel McMullan

    IRN JSM00046

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 11 Feb 2021)
  • Joshua Martin

    IRN JXM00451

    • Appointed representative dealing with clients for which they require qualification (27 Jan 2023 to 29 Aug 2023)
    • CF30 Customer (15 Mar 2021 to 29 Aug 2023)
  • Judith Mary Irving

    IRN JMI01019

    • CF30 Customer (26 Apr 2013 to 28 Jun 2013)
  • Julia Louise Mccaughan

    IRN JLM01169

    • CF1 Director (AR) (22 May 2009 to 4 May 2011)
  • Julian Mark Docherty

    IRN JMD00016

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Mar 2022)
    • CF1 Director (AR) (14 Apr 2015 to 14 Jan 2022)
    • CF30 Customer (2 Apr 2012 to 31 Mar 2022)
    • CF4 Partner (AR) (2 Apr 2012 to 2 Jun 2015)
  • Julian Mervyn Elliott

    IRN JME00029

    • CF30 Customer (9 Dec 2011 to 12 Apr 2012)
  • Julian Peter Friel

    IRN JPF01057

    • CF30 Customer (1 Nov 2007 to 11 Apr 2008)
    • CF21 Investment Adviser (6 Oct 2004 to 31 Oct 2007)
  • Julie Ann Angulatta

    IRN JAA01096

    • CF1 Director (AR) (10 Mar 2011 to 13 Nov 2013)
  • Julie Ann Thompson

    IRN JXT00103

    • CF1 Director (AR) (since 11 Dec 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.

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