QUILTER WEALTH LIMITED

Date authorised
1 April 2013
Companies House
04500273
Last scraped
3 weeks ago
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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.

  • Mark Edward Matheson

    IRN MEM01111

    • CF30 Customer (30 Nov 2012 to 30 Sep 2013)
    • CF4 Partner (AR) (30 Nov 2012 to 30 Sep 2013)
  • Mark Harmer

    IRN MEH00018

    • CF30 Customer (1 Dec 2009 to 6 Apr 2016)
  • Mark James Keenan

    IRN MJK01129

    • CF1 Director (AR) (22 Jan 2015 to 21 Apr 2016)
    • CF30 Customer (18 Mar 2014 to 21 Apr 2016)
  • Mark John David Trehorn

    IRN MXT00014

    • CF30 Customer (22 Nov 2012 to 24 Sep 2013)
  • Mark Jones

    IRN MXJ00070

    • [FCA CF] Manager of certification employee (since 1 Dec 2023)
    • [FCA CF] Client dealing (1 Sep 2020 to 1 Dec 2023)
    • [FCA CF] Functions requiring qualifications (1 Sep 2020 to 1 Dec 2023)
  • Mark Joseph O'Keefe

    IRN MJO01140

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 14 May 2021)
    • CF30 Customer (2 Apr 2012 to 14 May 2021)
  • Mark Julius Schuler

    IRN MXS00151

    • CF30 Customer (2 Apr 2012 to 28 Jun 2013)
  • Mark Knowles

    IRN MXK00034

    • CF30 Customer (5 Dec 2011 to 4 Nov 2018)
  • Mark Lovelock

    IRN MXL00084

    • CF30 Customer (1 Nov 2007 to 31 Dec 2008)
    • CF1 Director (AR) (11 Aug 2006 to 20 Jan 2011)
    • CF21 Investment Adviser (16 Jan 2006 to 31 Oct 2007)
  • Mark Nicholas Ginger

    IRN MXG01856

    • CF30 Customer (25 Jun 2010 to 7 Jul 2015)
    • CF4 Partner (AR) (19 May 2010 to 7 Jul 2015)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

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Recent activity

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

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