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.

  • Craig Chapman

    IRN CXC01684

    • CF1 Director (AR) (11 Dec 2014 to 31 Jan 2017)
    • CF30 Customer (14 Nov 2011 to 12 Nov 2014)
  • Craig Fulton McQuade

    IRN CXM00038

    • CF30 Customer (4 Nov 2013 to 21 May 2015)
    • CF21 Investment Adviser (18 Aug 2003 to 31 Oct 2007)
  • Craig Glen Jones

    IRN CGJ01024

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • CF30 Customer (since 22 Mar 2023)
    • Appointed representative dealing with clients for which they require qualification (since 6 Mar 2023)
    • CF1 Director (AR) (since 16 Jan 2017)
  • Craig Nicholls

    IRN CAN00006

    • CF30 Customer (25 Jan 2013 to 6 Sep 2013)
    • CF1 Director (AR) (19 Jan 2006 to 6 Sep 2013)
    • CF21 Investment Adviser (19 Jan 2006 to 31 Oct 2007)
  • Craig Nisbet

    IRN CXN01367

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 13 Dec 2017)
  • Craig Raymond Barrett

    IRN CRB00025

    • CF1 Director (AR) (1 Apr 2009 to 30 Dec 2011)
    • CF30 Customer (1 Nov 2007 to 30 Dec 2011)
    • CF4 Partner (AR) (20 Sep 2005 to 27 Mar 2009)
    • CF21 Investment Adviser (20 Sep 2005 to 31 Oct 2007)
  • Craig Richard Atkins

    IRN CRA01056

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 5 May 2022)
    • CF1 Director (AR) (26 Mar 2018 to 5 May 2022)
    • CF30 Customer (26 Oct 2010 to 5 May 2022)
  • Craig Robinson

    IRN CJR01200

    • CF30 Customer (14 Feb 2014 to 5 Jan 2022)
  • Dale Andrew Smith

    IRN DAS00050

    • CF30 Customer (3 Jan 2010 to 26 Dec 2011)
  • Dale Collins

    IRN DXC00035

    • CF1 Director (AR) (25 Jan 2010 to 22 Apr 2010)
    • CF30 Customer (25 Jan 2010 to 6 Jan 2015)
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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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