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.

• Sahira Karolia

  IRN SXK00130

  • [FCA CF] Manager of certification employee (1 Sep 2020 to 3 Jan 2022)
• Sally Anne Smith

  IRN SAS01315

  • CF1 Director (AR) (1 Feb 2011 to 21 Jan 2013)
• Sally Bradley

  IRN SXB04054

  • [FCA CF] Manager of certification employee (since 1 Jun 2025)
• Sam Lyall De Zoysa

  IRN SLD01057

  • CF30 Customer (26 Apr 2013 to 24 May 2013)
• Samantha Clayton

  IRN SXC01073

  • [FCA CF] Manager of certification employee (since 2 Oct 2023)
• Samantha Jane Christopher

  IRN SXC42357

  • [FCA CF] Significant management (since 8 Jan 2026)
  • [FCA CF] Manager of certification employee (since 8 Jan 2026)
• Samantha Jane Summerfield

  IRN SJR01312

  • CF30 Customer (21 Aug 2012 to 8 Jun 2020)
• Samantha Lindsay

  IRN SXL00141

  • Appointed representative dealing with clients for which they require qualification (6 Mar 2023 to 1 Sep 2025)
• Samantha Louise Baldwin

  IRN SLB01149

  • CF30 Customer (16 Jan 2013 to 1 Oct 2013)
  • CF1 Director (AR) (8 Oct 2008 to 1 Oct 2013)
• Samantha Moss

  IRN SJM00135

  • [FCA CF] Manager of certification employee (1 Sep 2020 to 21 Jan 2023)

• Ashley Law Bromsgrove Ltd (no longer appointed)

  FRN 607985 · Appointed 24 Oct 2013 · Until 24 Mar 2023

• Advies Private Clients LLP (no longer appointed)

  FRN 608366 · Appointed 8 Oct 2013 · Until 9 Apr 2021

• Workplace Advice Wealth Management Ltd (no longer appointed)

  FRN 608269 · Appointed 4 Oct 2013 · Until 2 Mar 2021

• Charles Derby Private Clients Ltd (no longer appointed)

  FRN 608110 · Appointed 2 Oct 2013 · Until 8 Apr 2020

• Ashley Law Bromsgrove Ltd (no longer appointed)

  FRN 607985 · Appointed 1 Oct 2013 · Until 16 Oct 2013

• MRBH Ltd (no longer appointed)

  FRN 607364 · Appointed 16 Sep 2013 · Until 18 Sep 2020

• Suresh Shah (no longer appointed)

  FRN 607262 · Appointed 12 Sep 2013 · Until 31 Dec 2013

• Peter Robinson (no longer appointed)

  FRN 606757 · Appointed 4 Sep 2013 · Until 13 Dec 2016

• Robert Thomson (no longer appointed)

  FRN 605751 · Appointed 20 Aug 2013 · Until 26 Nov 2020

• Paul Andrew Collins (no longer appointed)

  FRN 605753 · Appointed 13 Aug 2013 · Until 18 Sep 2013

No changes recorded yet.