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.

  • Dominic Louis Andersen

    IRN DLA00005

    • CF30 Customer (2 Apr 2012 to 9 May 2016)
    • CF1 Director (AR) (2 Apr 2012 to 9 May 2016)
  • Dominique Naomi Harris

    IRN DNL01015

    • Appointed representative dealing with clients for which they require qualification (31 Oct 2022 to 6 Sep 2023)
    • CF30 Customer (18 Oct 2022 to 6 Sep 2023)
  • Donald Lewis Murray

    IRN DLM00010

    • CF30 Customer (23 Aug 2013 to 4 Jun 2019)
  • Donald Lloyd Hussey

    IRN DLH00021

    • CF30 Customer (1 Nov 2007 to 17 Feb 2008)
    • CF1 Director (AR) (7 Apr 2005 to 17 Feb 2008)
    • CF21 Investment Adviser (19 Jun 2003 to 5 Sep 2006)
  • Donna Ruth Martin

    IRN DRM01180

    • CF4 Partner (AR) (16 Mar 2011 to 28 Jul 2017)
  • Dora Veronica Mann

    IRN DVM00003

    • CF1 Director (AR) (2 Apr 2012 to 28 Mar 2013)
    • CF30 Customer (2 Apr 2012 to 28 Mar 2013)
  • Douglas Patrick Miller

    IRN DXM00302

    • Appointed representative dealing with clients for which they require qualification (22 Mar 2021 to 3 Dec 2021)
  • Douglas Patrick Waters

    IRN DPW01052

    • CF30 Customer (1 Nov 2007 to 5 Jul 2008)
    • CF21 Investment Adviser (8 Mar 2007 to 31 Oct 2007)
  • Duncan Andrew Poynter

    IRN DAP00031

    • CF30 Customer (2 Sep 2010 to 24 Feb 2011)
  • Duncan Andrew William Hughes

    IRN DAH00102

    • CF30 Customer (2 Apr 2012 to 31 Jan 2014)
Show more

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Show more

Recent activity

Updates to this firm's record on the FCA register.

No changes recorded yet.