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

  Show 1 limitation Hide limitations

  • · 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.

• Peter John Jackson

  IRN PJJ01065

  • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 25 Mar 2022)
  • CF30 Customer (29 Nov 2013 to 25 Mar 2022)
• Peter John Ledger

  IRN PJL00024

  • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Sep 2025)
  • CF30 Customer (26 Jul 2012 to 13 Oct 2025)
• Peter Kevin Neilson

  IRN PKN00001

  • CF30 Customer (10 Mar 2011 to 30 Jun 2012)
• Peter Lee

  IRN PJL00060

  • CF30 Customer (2 Apr 2012 to 21 Apr 2023)
• Peter Leonard Lee

  IRN PLL00008

  • Appointed representative dealing with clients for which they require qualification (24 Apr 2020 to 31 Jul 2021)
  • CF30 Customer (8 Apr 2020 to 31 Jul 2021)
  • CF1 Director (AR) (5 Jun 2014 to 22 Nov 2014)
• Peter Leslie Dart

  IRN PLD01050

  • CF30 Customer (13 Aug 2012 to 5 Apr 2018)
• Peter Leslie Sykes

  IRN PLS00013

  • CF30 Customer (11 Aug 2009 to 29 Dec 2009)
• Peter Nicholas Howard-Jones

  IRN PNH00005

  • CF1 Director (AR) (10 Jul 2018 to 1 Sep 2021)
  • CF30 Customer (26 Apr 2010 to 31 Dec 2012)
• Peter Niewiarowski

  IRN PXN00034

  • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 28 Feb 2021)
  • CF30 Customer (30 Apr 2009 to 31 Dec 2012)
• Peter Ranken Bushby

  IRN PRB00039

  • CF30 Customer (2 Apr 2012 to 23 Apr 2013)

• Clearwater Financial Planning Ltd (no longer appointed)

  FRN 450752 · Appointed 19 Nov 2013 · Until 1 Dec 2020

• Philip Holton (no longer appointed)

  FRN 610511 · Appointed 19 Nov 2013 · Until 26 Feb 2015

• Allan Harris (no longer appointed)

  FRN 610487 · Appointed 19 Nov 2013 · Until 31 Jan 2020

• Ampris Limited (no longer appointed)

  FRN 610031 · Appointed 11 Nov 2013 · Until 18 Dec 2015

• Graham Scott (no longer appointed)

  FRN 609986 · Appointed 8 Nov 2013 · Until 26 Nov 2020

• Auto Enrolment Pensions Ltd (no longer appointed)

  FRN 609770 · Appointed 6 Nov 2013 · Until 12 Feb 2019

• Sue Fisher (no longer appointed)

  FRN 609408 · Appointed 29 Oct 2013 · Until 4 Feb 2015

• Jonathan Thompson (no longer appointed)

  FRN 609405 · Appointed 29 Oct 2013 · Until 1 Feb 2022

• Colin Flatman (no longer appointed)

  FRN 609310 · Appointed 28 Oct 2013 · Until 27 Sep 2015

• Stuart Newsome (no longer appointed)

  FRN 609316 · Appointed 28 Oct 2013 · Until 11 Aug 2015

No changes recorded yet.