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.

  • Neel Shah

    IRN NXS01432

    • CF30 Customer (23 May 2013 to 19 Jun 2014)
    • CF1 Director (AR) (23 May 2013 to 19 Jun 2014)
  • Neeta Avnash Kaur Atkar

    IRN NAA01031

    • SMF10 Chair of the Risk Committee (since 1 Sep 2023)
    • SMF7 Group Entity Senior Manager (9 Feb 2023 to 31 Aug 2023)
  • Neil Adrian Townley

    IRN NAT00003

    • CF1 Director (AR) (14 May 2004 to 25 Aug 2004)
    • CF21 Investment Adviser (14 May 2004 to 25 Aug 2004)
  • Neil Anthony Haley

    IRN NAH00017

    • CF1 Director (AR) (12 Feb 2014 to 18 Jun 2014)
    • CF30 Customer (12 Feb 2014 to 18 Jun 2014)
  • Neil Anthony Quinn

    IRN NAQ00001

    • CF21 Investment Adviser (9 Jan 2007 to 23 Aug 2007)
  • Neil Desmond Carnall

    IRN NXC00004

    • CF1 Director (AR) (18 Jan 2007 to 23 Aug 2007)
    • CF21 Investment Adviser (18 Jan 2007 to 14 Mar 2007)
  • Neil Edward Clift

    IRN NEC00013

    • CF30 Customer (28 Sep 2009 to 30 Apr 2016)
  • Neil Hillard

    IRN NXH01443

    • CF1 Director (AR) (7 Apr 2011 to 1 Aug 2013)
  • Neil Huntington

    IRN NXH01125

    • CF30 Customer (22 May 2008 to 30 Sep 2011)
  • Neil James Marshall

    IRN NJM00002

    • CF30 Customer (1 Nov 2007 to 31 Aug 2014)
    • CF21 Investment Adviser (27 Jan 2005 to 31 Oct 2007)
    • CF1 Director (AR) (27 Jan 2005 to 31 Aug 2014)
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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.

No changes recorded yet.