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.

• 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)

• Vital Financial Solutions Ltd (no longer appointed)

  FRN 601627 · Appointed 24 May 2013 · Until 3 Mar 2016

• Anthony Goss (no longer appointed)

  FRN 601472 · Appointed 22 May 2013 · Until 17 Oct 2016

• Trevor Menezes (no longer appointed)

  FRN 601443 · Appointed 22 May 2013 · Until 6 Jul 2016

• Evans & Associates Financial Planning Ltd (no longer appointed)

  FRN 517147 · Appointed 13 May 2013 · Until 13 Dec 2013

• True Wealth Limited (no longer appointed)

  FRN 597076 · Appointed 7 May 2013 · Until 24 Feb 2016

• Cogent Financial Services Ltd (no longer appointed)

  FRN 496154 · Appointed 29 Apr 2013 · Until 19 Jun 2014

• Richmond Wealth Management Ltd (no longer appointed)

  FRN 522182 · Appointed 29 Apr 2013 · Until 2 Feb 2014

• Corporate Financial Resources LLP (no longer appointed)

  FRN 573211 · Appointed 26 Apr 2013 · Until 6 May 2016

• Nexus FS Ltd (no longer appointed)

  FRN 600291 · Appointed 26 Apr 2013 · Until 6 Feb 2026

• Acquire your Business Limited (no longer appointed)

  FRN 524895 · Appointed 26 Apr 2013 · Until 20 Jul 2022

No changes recorded yet.