QUILTER WEALTH LIMITED

Date authorised
1 April 2013
Companies House
04500273
Last scraped
3 weeks ago
Watch for changes

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.

  • Barry Gregg Davies

    IRN BGD00005

    • CF1 Director (AR) (3 May 2012 to 12 Feb 2013)
    • CF30 Customer (3 May 2012 to 12 Feb 2013)
  • Barry Joseph Grant

    IRN BJG00004

    • CF4 Partner (AR) (25 Oct 2012 to 13 Dec 2013)
  • Barry Mitchell

    IRN BXM00042

    • CF30 Customer (23 Jun 2008 to 1 Jul 2009)
  • Barry Nicholson

    IRN BRN01020

    • Appointed representative dealing with clients for which they require qualification (2 Nov 2020 to 19 Oct 2023)
    • CF30 Customer (19 Mar 2020 to 19 Oct 2023)
  • Barry O'Reilly

    IRN BXO00013

    • [FCA CF] Manager of certification employee (1 Sep 2020 to 28 Feb 2023)
  • Barry Robin Cook

    IRN BXC35324

    • [FCA CF] Significant management (since 6 May 2022)
    • [FCA CF] Manager of certification employee (1 Jun 2025 to 2 Jul 2025)
  • Barry Walter Pappin

    IRN BWP01022

    • CF1 Director (AR) (2 Apr 2012 to 4 Sep 2013)
  • Barry Watling

    IRN BJW01038

    • CF30 Customer (2 Apr 2012 to 31 Dec 2012)
  • Becky Michelle Hopkins

    IRN BXH00147

    • Appointed representative dealing with clients for which they require qualification (13 Nov 2020 to 23 Jun 2021)
  • Belinda Ethel Middleton

    IRN BXM00134

    • CF30 Customer (1 Nov 2007 to 15 Dec 2009)
    • CF21 Investment Adviser (28 Feb 2006 to 31 Oct 2007)
    • CF7 Sole Trader (AR) (28 Feb 2006 to 31 Jan 2007)
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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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