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.

  • Nigel Strong

    IRN NRS00020

    • [FCA CF] Manager of certification employee (1 Sep 2020 to 11 Apr 2021)
  • Nikky Broumley

    IRN NXB00099

    • CF1 Director (AR) (27 Feb 2008 to 4 Dec 2025)
    • CF30 Customer (1 Nov 2007 to 21 Dec 2012)
    • CF21 Investment Adviser (2 Dec 2004 to 31 Oct 2007)
  • Nilesh Patel

    IRN NXP00016

    • CF30 Customer (1 Nov 2007 to 26 Sep 2009)
    • CF21 Investment Adviser (18 Oct 2007 to 31 Oct 2007)
  • Noel Stewart

    IRN NXS01242

    • CF4 Partner (AR) (since 19 May 2011)
  • Norman Anthony Stephenson

    IRN NAS00025

    • CF1 Director (AR) (1 Apr 2009 to 30 Dec 2011)
    • CF30 Customer (1 Nov 2007 to 30 Dec 2011)
    • CF4 Partner (AR) (27 Sep 2005 to 27 Mar 2009)
    • CF21 Investment Adviser (27 Sep 2005 to 31 Oct 2007)
  • Norman Roland Sayers

    IRN NRS00008

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 11 Mar 2025)
    • CF1 Director (AR) (8 Nov 2016 to 11 Mar 2025)
  • Ognjen Krkotic

    IRN MXK01750

    • CF30 Customer (2 Apr 2012 to 23 Apr 2013)
  • Oleg Morii

    IRN OXM01128

    • CF30 Customer (15 Oct 2012 to 16 Dec 2015)
  • Owen Cook

    IRN OCC01006

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Oct 2025)
    • CF30 Customer (14 Aug 2012 to 12 Nov 2025)
  • Paige Tunnicliffe

    IRN PXT00263

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (since 27 Jan 2023)
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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.

No changes recorded yet.