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.

• Paul James Collyer

  IRN PJC01200

  • CF30 Customer (2 Apr 2012 to 31 Dec 2012)
• Paul John Barker

  IRN PJB00113

  • CF21 Investment Adviser (19 Mar 2007 to 31 Oct 2007)
• Paul John Jenkins

  IRN PJJ00005

  • CF30 Customer (21 May 2012 to 24 Dec 2013)
• Paul Jonathan Hucknall

  IRN PJH01306

  • SMF18 Other Overall Responsibility (7 Jul 2020 to 1 Oct 2021)
• Paul Jonathan Moyse

  IRN PJM01311

  • CF4 Partner (AR) (26 Apr 2013 to 22 Apr 2022)
  • CF30 Customer (26 Apr 2013 to 31 Dec 2016)
• Paul Joseph Flynn

  IRN PJF00012

  • CF30 Customer (20 Mar 2012 to 21 Sep 2013)
• Paul Joseph Grant

  IRN PJG00001

  • CF4 Partner (AR) (29 Oct 2012 to 13 Dec 2013)
• Paul Joseph Zund

  IRN PJZ01005

  • CF4 Partner (AR) (3 Feb 2010 to 26 Apr 2012)
• Paul Kelly

  IRN PMK00003

  • Appointed representative dealing with clients for which they require qualification (2 Nov 2020 to 19 Oct 2023)
  • CF30 Customer (25 Mar 2020 to 19 Oct 2023)
• Paul Kenneth Moss

  IRN PKM00011

  • CF30 Customer (1 Nov 2007 to 15 Dec 2009)
  • CF21 Investment Adviser (21 Jun 2006 to 31 Oct 2007)
  • CF1 Director (AR) (21 Jun 2006 to 15 Dec 2009)

• PSG Financial Solutions Limited (no longer appointed)

  FRN 605097 · Appointed 8 Aug 2013 · Until 13 Apr 2023

• Ashley Law Wealth Management limited (no longer appointed)

  FRN 605617 · Appointed 7 Aug 2013 · Until 10 May 2022

• Juno Wealth Management Ltd (no longer appointed)

  FRN 604963 · Appointed 25 Jul 2013 · Until 30 Apr 2015

• Dr Bjorn Drobak (no longer appointed)

  FRN 569071 · Appointed 16 Jul 2013 · Until 11 Nov 2015

• Wealth Management Workshop Ltd (no longer appointed)

  FRN 603656 · Appointed 3 Jul 2013 · Until 25 Nov 2020

• Will Protection Services Ltd (no longer appointed)

  FRN 603666 · Appointed 3 Jul 2013 · Until 25 Nov 2020

• Geoffrey Leaver Wealth Management Ltd (no longer appointed)

  FRN 602737 · Appointed 19 Jun 2013 · Until 30 Jul 2013

• Jillian Bowen (no longer appointed)

  FRN 602542 · Appointed 13 Jun 2013 · Until 20 Nov 2018

• Nathan Broadhead (no longer appointed)

  FRN 602512 · Appointed 12 Jun 2013 · Until 19 Nov 2020

• Alexander House Agencies Ltd (no longer appointed)

  FRN 486849 · Appointed 10 Jun 2013 · Until 25 Nov 2020

No changes recorded yet.