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)

  Show 1 limitation Hide limitations

  • · 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)

• Future Directions Financial Services Ltd (no longer appointed)

  FRN 466338 · Appointed 25 Apr 2013 · Until 12 Jan 2016

• Concours Independent Ltd (no longer appointed)

  FRN 526556 · Appointed 22 Mar 2013 · Until 31 Dec 2014

• Poppyred Limited (no longer appointed)

  FRN 597535 · Appointed 20 Mar 2013 · Until 31 Dec 2013

• Equitas Financial (UK) Ltd (no longer appointed)

  FRN 595273 · Appointed 1 Feb 2013 · Until 28 Apr 2014

• London and County Financial Advisors Ltd (no longer appointed)

  FRN 594743 · Appointed 22 Jan 2013 · Until 9 Dec 2024

• Paul Flavin (no longer appointed)

  FRN 403735 · Appointed 27 Dec 2012 · Until 31 Jan 2020

• Provident Wealth FS Ltd (no longer appointed)

  FRN 591164 · Appointed 12 Dec 2012 · Until 13 Dec 2013

• Tel Jub Finance Ltd (no longer appointed)

  FRN 592315 · Appointed 4 Dec 2012 · Until 27 Nov 2020

• Future Group (UK) Limited (no longer appointed)

  FRN 587288 · Appointed 29 Nov 2012 · Until 19 Sep 2013

• Intrinsic Independent Financial Solutions Ltd (no longer appointed)

  FRN 591933 · Appointed 26 Nov 2012 · Until 30 Nov 2020

No changes recorded yet.