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.

  • Andrew Dovernor

    IRN AED00011

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 25 Mar 2022)
    • CF30 Customer (24 Jan 2008 to 25 Mar 2022)
  • Andrew Doyle

    IRN ACD00009

    • [FCA CF] Manager of certification employee (1 Sep 2020 to 14 Aug 2023)
  • Andrew Elias

    IRN AME00001

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (since 28 Apr 2025)
    • CF1 Director (AR) (since 18 May 2005)
  • Andrew English

    IRN AKE01008

    • Appointed representative dealing with clients for which they require qualification (22 Jun 2021 to 14 Jan 2022)
  • Andrew Ferry

    IRN AXF00111

    • CF24 Pension Transfer Specialist (22 Feb 2006 to 3 Aug 2006)
    • CF21 Investment Adviser (11 Mar 2005 to 3 Aug 2006)
  • Andrew HEMMINGS

    IRN AJH00179

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Andrew Harold Gibson Hirst

    IRN AHH00002

    • CF30 Customer (8 Apr 2008 to 20 Sep 2011)
    • CF21 Investment Adviser (2 Jan 2005 to 31 Oct 2007)
  • Andrew James Edwards

    IRN AJE01125

    • CF1 Director (AR) (30 Mar 2009 to 7 Feb 2014)
  • Andrew John Lambert

    IRN AJL00075

    • CF30 Customer (1 Nov 2007 to 30 Jan 2008)
    • CF21 Investment Adviser (6 Feb 2007 to 31 Oct 2007)
  • Andrew John Shirley Ross

    IRN AJR01200

    • Director of firm who is not a certification employee or a SMF manager (since 1 Jan 2026)
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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.

No changes recorded yet.