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.

• Cammas James MacCormick

  IRN CJM01264

  • CF30 Customer (9 Nov 2012 to 31 Dec 2012)
• Cara Robinson

  IRN CXR00095

  • [FCA CF] Manager of certification employee (1 Sep 2020 to 20 Jun 2023)
• Carl Alfred Wiles

  IRN CXW01645

  • CF30 Customer (7 Jun 2012 to 21 Dec 2012)
• Carl Anthony Wallis

  IRN CXW00163

  • [FCA CF] Significant management (since 29 Oct 2024)
• Carol Janet Easson Boddie

  IRN CJB00006

  • CF30 Customer (29 Mar 2011 to 5 May 2011)
• Carole Ann Grundy

  IRN CAG01107

  • CF1 Director (AR) (6 Mar 2009 to 31 Dec 2012)
  • CF4 Partner (AR) (10 Jun 2008 to 23 Apr 2009)
• Carole Wade

  IRN CXW00037

  • CF21 Investment Adviser (21 Jun 2005 to 9 Aug 2007)
• Caroline Ann Stinton

  IRN CAS01202

  • CF4 Partner (AR) (2 Apr 2012 to 10 Oct 2013)
• Caroline Simmonds

  IRN CMS01173

  • Appointed representative dealing with clients for which they require qualification (23 Jan 2024 to 25 Apr 2024)
• Caroline Warburton

  IRN CXK01255

  • CF30 Customer (15 Oct 2010 to 28 Dec 2011)

• Checkmate Financial Services Ltd (no longer appointed)

  FRN 463175 · Appointed 26 Apr 2013 · Until 8 Dec 2016

• Acquire your Business Limited (no longer appointed)

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

• Define Financial Planning Limited (no longer appointed)

  FRN 481360 · Appointed 26 Apr 2013 · Until 1 Dec 2014

• Lonsdale Financial (no longer appointed)

  FRN 580896 · Appointed 26 Apr 2013 · Until 1 Feb 2024

• ISA Buyer Ltd (no longer appointed)

  FRN 582461 · Appointed 26 Apr 2013 · Until 1 Dec 2014

• Nexus FS Ltd (no longer appointed)

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

• A S Business Consultants Ltd (no longer appointed)

  FRN 503726 · Appointed 26 Apr 2013 · Until 23 Nov 2020

• Riverside Financial Solutions LLP (no longer appointed)

  FRN 517065 · Appointed 26 Apr 2013 · Until 24 Feb 2015

• Ashton Gate Financial Ltd (no longer appointed)

  FRN 518913 · Appointed 26 Apr 2013 · Until 9 Apr 2021

• Arigal Wealth Management Ltd (no longer appointed)

  FRN 513565 · Appointed 26 Apr 2013 · Until 14 Nov 2019

No changes recorded yet.