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.

  • Carolyn Joy Copley

    IRN CJC01211

    • CF1 Director (AR) (14 Dec 2004 to 5 Feb 2008)
  • Catherine Elizabeth Linda Atwell

    IRN CEA01043

    • CF4 Partner (AR) (26 Nov 2009 to 29 Feb 2012)
  • Catherine Lucy Turner

    IRN CLT01048

    • SMF7 Group Entity Senior Manager (9 Dec 2019 to 15 May 2020)
    • CF2 Non Executive Director (31 Dec 2016 to 8 Dec 2019)
  • Cathy McCartan

    IRN CXM01968

    • CF4 Partner (AR) (15 Mar 2010 to 28 Apr 2011)
  • Celine Russell

    IRN CXT00522

    • [FCA CF] Significant management (since 28 Feb 2025)
  • Ceri Sian Philipson

    IRN CSP01041

    • CF30 Customer (1 Apr 2016 to 3 May 2017)
  • Chander Sheikher Puri

    IRN CSP00003

    • CF30 Customer (1 Nov 2007 to 31 Dec 2012)
    • CF4 Partner (AR) (23 Feb 2005 to 31 Dec 2012)
    • CF21 Investment Adviser (23 Feb 2005 to 31 Oct 2007)
  • Charles Antony Michael Riches

    IRN CAR00038

    • CF21 Investment Adviser (25 Jan 2005 to 15 May 2006)
  • Charles David Stewart

    IRN DXS00163

    • Appointed representative dealing with clients for which they require qualification (11 Oct 2021 to 6 Jul 2023)
    • CF30 Customer (1 Nov 2007 to 6 Jul 2023)
    • CF21 Investment Adviser (9 Jan 2003 to 31 Oct 2007)
  • Charles Hay Mair

    IRN CHM00001

    • CF4 Partner (AR) (1 Apr 2011 to 28 Apr 2011)
    • CF30 Customer (1 Apr 2011 to 28 Apr 2011)
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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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