QUILTER WEALTH LIMITED

Principal Place of Business

Phone

+442075625800

Web

https://www.quilter.com

Complaints Contact

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

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

Mortgage Advice

For Customer, Regulated mortgage contract

Authorised to Operate

For Professional, Retail (Investment)

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

Mortgage Arranging

For Customer, Regulated mortgage contract

Buy-to-Let Start Date

Buy-to-Let Status

Credit Brokering

Debt Advice

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

IRN TGA00002

• (476)CF30 Customer (1 Nov 2007 to 11 Nov 2010)
• (477)CF21 Investment Adviser (19 Jan 2005 to 31 Oct 2007)

IRN TAH01067

• (174)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
• (175)4. Giving personal recommendations on retail investment products which are not broker funds
• (177)Appointed representative dealing with clients for which they require qualification (since 21 Sep 2022)
• (176)CF30 Customer (since 13 Sep 2022)

IRN TXM00003

• (949)CF30 Customer (21 Mar 2011 to 31 Dec 2012)
• (950)CF1 Director (AR) (21 Mar 2011 to 27 Jul 2011)

IRN TAA00002

• (1056)CF1 Director (AR) (14 Aug 2013 to 29 Apr 2015)
• (1055)CF30 Customer (2 Apr 2012 to 29 Apr 2015)

IRN TXD00045

• (1566)[FCA CF] Functions requiring qualifications (1 Sep 2020 to 9 Jan 2026)
• (1565)[FCA CF] Client dealing (1 Sep 2020 to 9 Jan 2026)

IRN TXM00079

• (1951)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 18 Nov 2022)
• (1950)CF30 Customer (2 Apr 2012 to 18 Nov 2022)

IRN TNR00004

• (1785)CF30 Customer (17 Jul 2013 to 13 Sep 2013)

IRN TXD00022

• (1356)CF30 Customer (24 Jun 2020 to 25 Mar 2022)
• (1358)Sole trader dealing with clients for which they require qualification (9 Dec 2019 to 10 Dec 2019)
• (1357)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 25 Mar 2022)

IRN TMB00020

• (1682)CF30 Customer (19 Sep 2012 to 12 Jun 2014)

IRN TJM00046

• (1179)CF30 Customer (16 Oct 2012 to 5 Jul 2016)