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.

  • Philip Charles Hemming

    IRN PCH00006

    • CF30 Customer (2 Apr 2012 to 31 Dec 2012)
  • Philip Douglas Owen Cain

    IRN PDC00010

    • CF30 Customer (18 Aug 2015 to 1 Dec 2016)
  • Philip John Bentley

    IRN PJB00009

    • CF30 Customer (1 Nov 2007 to 30 Nov 2010)
    • CF1 Director (AR) (14 Dec 2004 to 30 Dec 2011)
    • CF21 Investment Adviser (14 Dec 2004 to 31 Oct 2007)
  • Philip John Green

    IRN PJG00038

    • CF30 Customer (1 Nov 2007 to 13 Jul 2015)
    • CF21 Investment Adviser (31 Oct 2005 to 31 Oct 2007)
  • Philip John Holton

    IRN PJH00043

    • CF30 Customer (2 Apr 2012 to 2 Mar 2015)
  • Philip John Wilkinson

    IRN PJW00040

    • CF30 Customer (1 Nov 2007 to 12 Jan 2009)
    • CF7 Sole Trader (AR) (12 Aug 2005 to 31 Jan 2007)
    • CF21 Investment Adviser (12 Aug 2005 to 31 Oct 2007)
  • Philip Julian Anthony Hart

    IRN PXH00183

    • CF30 Customer (1 Nov 2007 to 31 Jan 2010)
    • CF24 Pension Transfer Specialist (11 Sep 2007 to 31 Oct 2007)
    • CF21 Investment Adviser (30 Aug 2007 to 31 Oct 2007)
    • CF1 Director (AR) (30 Aug 2007 to 31 Jan 2010)
  • Philip Kay

    IRN PXK00059

    • CF30 Customer (1 Nov 2007 to 4 May 2008)
    • CF21 Investment Adviser (30 May 2006 to 31 Oct 2007)
  • Philip Nicholas Rose

    IRN PNR00014

    • CF30 Customer (1 Nov 2007 to 4 Apr 2008)
    • CF21 Investment Adviser (14 Aug 2007 to 31 Oct 2007)
  • Philip Richard Robbins

    IRN PXR00017

    • CF30 Customer (1 Nov 2007 to 27 Dec 2007)
    • CF4 Partner (AR) (28 Jun 2005 to 9 Jan 2008)
    • CF21 Investment Adviser (28 Jun 2005 to 31 Oct 2007)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

  • 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

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Recent activity

Updates to this firm's record on the FCA register.

No changes recorded yet.