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.

• Christopher Evans

  IRN CXE01205

  • CF30 Customer (6 Mar 2020 to 14 Jul 2020)
• Christopher Frederick Hill

  IRN CFH01049

  • SMF7 Group Entity Senior Manager (since 1 Oct 2025)
  • Director of firm who is not a certification employee or a SMF manager (7 Mar 2024 to 30 Sep 2025)
• Christopher Harry Dahl

  IRN CHD00007

  • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 9 Apr 2021)
  • CF1 Director (AR) (9 May 2013 to 2 Dec 2015)
  • CF30 Customer (26 Apr 2013 to 9 Apr 2021)
• Christopher Hawden

  IRN CXH00131

  • CF1 Director (AR) (20 Apr 2011 to 15 Aug 2017)
  • CF30 Customer (20 Apr 2011 to 16 Aug 2017)
• Christopher Ian Cowley

  IRN CIC01033

  • CF30 Customer (16 Apr 2018 to 6 Mar 2020)
• Christopher Ian Knight

  IRN CIK01008

  • CF1 Director (AR) (7 Mar 2011 to 19 Dec 2011)
  • CF30 Customer (14 Jul 2010 to 24 Jan 2011)
• Christopher James Mackay

  IRN CJM00105

  • CF21 Investment Adviser (9 Jan 2007 to 21 May 2007)
• Christopher James Turner

  IRN CJT01160

  • CF1 Director (AR) (30 Jun 2014 to 7 Apr 2015)
• Christopher John Last

  IRN CJL00035

  • CF2 Non Executive Director (AR) (since 23 Jul 2024)
• Christopher John Loraine Samuel

  IRN CJS01139

  • Director of firm who is not a certification employee or a SMF manager (since 1 Sep 2023)
  • SMF9 Chair of the Governing Body (18 Jun 2020 to 31 Aug 2023)

• 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.