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.

  • Maurice Michael Stack

    IRN MMS00006

    • CF30 Customer (15 Sep 2015 to 8 Apr 2020)
  • Maxine Hulme

    IRN MXH01037

    • [FCA CF] Manager of certification employee (since 28 Feb 2025)
    • [FCA CF] Significant management (since 28 Feb 2025)
    • [FCA CF] Material risk taker (28 Feb 2025 to 1 Mar 2025)
  • Mehboob Ahmed

    IRN MXA01967

    • CF30 Customer (2 Apr 2012 to 4 Nov 2013)
  • Melanie Ann Green

    IRN MAC00008

    • CF30 Customer (15 Jun 2009 to 2 Jun 2010)
  • Melanie April Barnard

    IRN MXB00239

    • [FCA CF] Significant management (1 Sep 2020 to 30 Nov 2021)
  • Melanie Pennington

    IRN MXP01609

    • CF4 Partner (AR) (22 Nov 2004 to 27 Aug 2009)
  • Melanie Smith

    IRN MXS00435

    • [FCA CF] Manager of certification employee (9 Jan 2023 to 9 May 2023)
  • Melissa Jane Hooper

    IRN MJH01458

    • [FCA CF] Significant management (since 16 Oct 2025)
  • Melissa Turnbull

    IRN MXT01502

    • CF30 Customer (2 Sep 2009 to 31 Jul 2013)
    • CF1 Director (AR) (2 Sep 2009 to 31 Jul 2013)
  • Mervyn Andrew Nugent

    IRN MAN00004

    • CF1 Director (AR) (27 Aug 2009 to 12 Aug 2013)
    • CF30 Customer (27 Aug 2009 to 16 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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