QUILTER WEALTH LIMITED

Date authorised
1 April 2013
Companies House
04500273
Last scraped
3 weeks ago
Watch for changes

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.

  • Elizabeth Megan Morris

    IRN EMB01041

    • CF30 Customer (15 Feb 2017 to 15 Nov 2017)
  • Emily Ludgate

    IRN EXL00157

    • 11. Pension transfer specialist
    • [FCA CF] Functions requiring qualifications (since 7 Jan 2025)
    • [FCA CF] Client dealing (since 7 Jan 2025)
    • [FCA CF] Client dealing (22 Nov 2022 to 9 Jan 2024)
    • [FCA CF] Functions requiring qualifications (22 Nov 2022 to 9 Jan 2024)
  • Emma Crossley

    IRN EXB01232

    • CF30 Customer (29 Jun 2016 to 28 Apr 2017)
  • Emma Gardiner

    IRN EXG00023

    • [FCA CF] Manager of certification employee (since 12 Feb 2024)
    • [FCA CF] Manager of certification employee (1 Sep 2020 to 7 Jul 2022)
  • Emma Jane Greer

    IRN EJG01056

    • CF1 Director (AR) (5 Apr 2012 to 12 May 2016)
    • CF30 Customer (28 Apr 2010 to 12 May 2016)
  • Emma Louise Peck

    IRN ELP01026

    • CF30 Customer (15 Dec 2015 to 15 Dec 2015)
  • Emma Louise Selfe

    IRN EXS00043

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 2 Mar 2026)
  • Emma Lynne Louise Tempest

    IRN ELT01015

    • CF1 Director (AR) (20 Sep 2012 to 26 Sep 2012)
  • Emma Wigley

    IRN ELT01006

    • CF1 Director (AR) (since 3 Sep 2012)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 19 Feb 2026)
    • CF30 Customer (1 Nov 2007 to 28 Jan 2026)
    • CF21 Investment Adviser (3 Oct 2007 to 31 Oct 2007)
  • Eneis Mareen Braham

    IRN EMM00009

    • CF30 Customer (1 Nov 2007 to 1 Mar 2008)
    • CF21 Investment Adviser (18 Sep 2003 to 31 Oct 2007)
Show more

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Show more

Recent activity

Updates to this firm's record on the FCA register.

No changes recorded yet.