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.

  • Charles Henry Eppinger

    IRN CHE01003

    • CF2 Non Executive Director (14 Feb 2017 to 30 Sep 2017)
  • Charles McCormick

    IRN CEM00016

    • Appointed representative dealing with clients for which they require qualification (19 Dec 2019 to 17 Feb 2021)
    • CF30 Customer (24 May 2012 to 17 Feb 2021)
    • CF21 Investment Adviser (16 Feb 2006 to 31 Oct 2007)
    • CF1 Director (AR) (16 Feb 2006 to 15 May 2012)
  • Charles William Robert Lane

    IRN CWL01036

    • CF30 Customer (19 Dec 2011 to 28 Jun 2012)
  • Charlotte Angela Whitworth

    IRN CAW01102

    • CF1 Director (AR) (5 Oct 2009 to 18 May 2016)
  • Cheryl Grant

    IRN CXG01455

    • CF30 Customer (2 Apr 2012 to 4 Dec 2012)
  • Chirag Devani

    IRN CXD01352

    • CF1 Director (AR) (4 Sep 2012 to 24 Jun 2013)
    • CF30 Customer (4 Sep 2012 to 27 Dec 2012)
  • Chris Adams

    IRN CRA00003

    • CF1 Director (AR) (29 Jul 2008 to 17 Oct 2009)
    • CF30 Customer (1 Nov 2007 to 7 Oct 2009)
    • CF7 Sole Trader (AR) (9 Aug 2005 to 31 Jan 2007)
    • CF21 Investment Adviser (9 Aug 2005 to 31 Oct 2007)
  • Christian Gerard Lampkin

    IRN CGL01032

    • CF30 Customer (27 Nov 2012 to 21 Jan 2013)
  • Christian John Pepper

    IRN CJP01137

    • CF1 Director (AR) (since 20 Sep 2011)
    • CF1 Director (AR) (7 Sep 2010 to 25 May 2011)
  • Christine Appleton

    IRN CXA00058

    • CF1 Director (AR) (19 Mar 2009 to 1 Apr 2010)
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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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