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)

  Show 1 limitation Hide limitations

  • · 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.

• Allison Whiteley

  IRN AMW00040

  • CF1 Director (AR) (since 23 Jul 2024)
• Amanda Jane Cassidy

  IRN AJC00074

  • [FCA CF] Significant management (since 2 Nov 2020)
  • [FCA CF] Manager of certification employee (2 Nov 2020 to 1 Jul 2023)
• Amanda Jane Hall

  IRN AXH00019

  • CF1 Director (AR) (3 Sep 2012 to 31 Dec 2013)
  • CF30 Customer (3 Sep 2012 to 31 Dec 2013)
• Amjad Pervez Butt

  IRN APB00042

  • CF30 Customer (1 Nov 2007 to 20 Dec 2007)
  • CF21 Investment Adviser (29 Jun 2004 to 31 Oct 2007)
• Amrit Wariabharaj

  IRN AXW01860

  • CF4 Partner (AR) (2 Apr 2012 to 25 Jun 2013)
• Amy Louise Hill

  IRN AXH00204

  • Appointed representative dealing with clients for which they require qualification (6 Mar 2023 to 28 Jun 2024)
• Andre Paul De Beer

  IRN APD01112

  • CF21 Investment Adviser (10 Jul 2007 to 18 Oct 2007)
• Andrea Clare Atkins

  IRN ACA01077

  • CF1 Director (AR) (27 Mar 2018 to 9 Jan 2021)
• Andrea Kay Shakh

  IRN AKS01096

  • CF1 Director (AR) (23 Feb 2012 to 23 Dec 2016)
• Andrew Adebogun

  IRN AXA01571

  • CF30 Customer (7 May 2009 to 15 May 2009)

• 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.