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.

  • Harnek Singh Johal

    IRN HSJ00003

    • CF1 Director (AR) (2 Apr 2012 to 18 Jun 2020)
    • CF30 Customer (2 Apr 2012 to 18 Jun 2020)
  • Hayden Robert Burland

    IRN HRB01023

    • CF30 Customer (1 Nov 2007 to 24 Nov 2008)
    • CF21 Investment Adviser (19 Sep 2007 to 31 Oct 2007)
  • Haydn Robert Barlow

    IRN HXB01348

    • CF30 Customer (9 Sep 2011 to 30 Nov 2012)
  • Hayley Elizabeth Matheson

    IRN HEM01023

    • CF4 Partner (AR) (20 Dec 2012 to 30 Sep 2013)
  • Heidi Pearson

    IRN HXP01204

    • CF4 Partner (AR) (2 Apr 2012 to 13 Dec 2013)
  • Helen Roberts

    IRN HLS00009

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 23 Mar 2022)
    • CF30 Customer (11 Oct 2018 to 23 Mar 2022)
  • Hilary Janine Tempest

    IRN HJT01022

    • CF30 Customer (1 Nov 2007 to 15 Nov 2007)
    • CF21 Investment Adviser (25 Sep 2007 to 31 Oct 2007)
  • Hilary Pearson

    IRN HXP01214

    • CF1 Director (AR) (29 Nov 2011 to 29 Mar 2012)
  • Hitesh Ghanshyam Patel

    IRN HGP00009

    • CF30 Customer (1 Nov 2007 to 7 Feb 2008)
    • CF21 Investment Adviser (18 Feb 2004 to 31 Oct 2007)
  • Hollie Swift

    IRN SXH01823

    • SMF4 Chief Risk (28 Jan 2022 to 15 Jun 2023)
    • SMF16 Compliance Oversight (28 Jan 2022 to 15 Jun 2023)
    • SMF7 Group Entity Senior Manager (25 Nov 2020 to 28 Jan 2022)
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.