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.

  • Frances Robinson

    IRN FXR00025

    • [FCA CF] Manager of certification employee (1 Sep 2020 to 13 Aug 2022)
  • Francis Conrad O'Grady

    IRN FCO00003

    • CF1 Director (AR) (2 Apr 2012 to 10 Jul 2013)
    • CF30 Customer (2 Apr 2012 to 10 Jul 2013)
  • Francis Martin Keating

    IRN FMK00003

    • CF30 Customer (14 Jun 2010 to 26 Mar 2012)
  • Francis William Moore

    IRN FWM00002

    • CF21 Investment Adviser (4 Dec 2004 to 3 Sep 2007)
    • CF7 Sole Trader (AR) (4 Dec 2004 to 31 Jan 2007)
  • Francisco Javier Rodriguez

    IRN FJR01021

    • CF7 Sole Trader (AR) (2 Feb 2006 to 31 Jan 2007)
  • Frank Dudley Stamp

    IRN FDS00001

    • 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 6 Mar 2023)
    • CF4 Partner (AR) (since 23 Nov 2015)
    • CF30 Customer (12 Oct 2010 to 13 Oct 2010)
    • CF4 Partner (AR) (12 Oct 2010 to 13 Oct 2010)
  • Frank Law

    IRN FXL00002

    • CF21 Investment Adviser (10 Nov 2003 to 21 Jan 2004)
  • Frederick John Cassidy

    IRN FJC00003

    • CF1 Director (AR) (2 Apr 2012 to 22 Jan 2016)
  • GARY CHARLES NEALE

    IRN GCN00015

    • CF30 Customer (18 May 2017 to 4 Oct 2019)
  • Gabrielle Grey

    IRN GXG00065

    • Appointed representative dealing with clients for which they require qualification (20 Apr 2021 to 14 Oct 2021)
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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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