QUILTER WEALTH LIMITED

• 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

• 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 Hide limitations

  • · 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 Hide limitations

  • · 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)

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  • · 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 Hide limitations

  • · 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 Hide limitations

  • · 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 Hide limitations

  • · 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.

• Beulah Antonin

  IRN BXA00066

  • Appointed representative dealing with clients for which they require qualification (6 May 2021 to 5 Apr 2023)
• Beverley Louise Flynn

  IRN BXF00111

  • [FCA CF] Functions requiring qualifications (5 Aug 2022 to 22 Sep 2024)
  • [FCA CF] Client dealing (5 Aug 2022 to 22 Sep 2024)
• Beverley Margaret Smit

  IRN BXS00069

  • CF30 Customer (2 Apr 2012 to 27 Dec 2012)
• Beverley Rae Marie Loggia

  IRN BRL00007

  • CF1 Director (AR) (22 Sep 2009 to 28 Jun 2011)
• Bilkiss Lakhi

  IRN BXL00035

  • Appointed representative dealing with clients for which they require qualification (1 Dec 2020 to 28 Jan 2022)
• Bjorn Karsten Drobak

  IRN BKD00011

  • CF30 Customer (25 Jul 2013 to 8 Nov 2015)
• Blaise Peter Davies

  IRN BPD01015

  • CF30 Customer (1 Jul 2020 to 6 Apr 2021)
• Bokthir Ahmed Miah

  IRN BXM00155

  • CF30 Customer (3 Oct 2013 to 16 Jun 2015)
• Brenda Bromham

  IRN BJB00033

  • Appointed representative dealing with clients for which they require qualification (11 Jan 2021 to 4 Jan 2023)
• Brenda June Elliman

  IRN BJE00001

  • CF30 Customer (2 Apr 2012 to 31 Dec 2012)

• B L Financial Planning Ltd (no longer appointed)

  FRN 515829 · Appointed 2 Apr 2012 · Until 10 Jul 2013

• David Boardman (no longer appointed)

  FRN 561846 · Appointed 2 Apr 2012 · Until 31 Aug 2012

• Squirrel Wealth Ltd (no longer appointed)

  FRN 516489 · Appointed 2 Apr 2012 · Until 6 Jan 2017

• Ashley Law Limited (no longer appointed)

  FRN 498488 · Appointed 2 Apr 2012 · Until 25 Jan 2016

• Complete Financial UK Trading Limited (no longer appointed)

  FRN 531673 · Appointed 2 Apr 2012 · Until 20 Dec 2013

• MPI FS LLP (no longer appointed)

  FRN 522482 · Appointed 2 Apr 2012 · Until 27 Apr 2012

• Peter Lee (no longer appointed)

  FRN 539985 · Appointed 2 Apr 2012 · Until 25 Apr 2023

• New Leaf IFA Limited (no longer appointed)

  FRN 521087 · Appointed 2 Apr 2012 · Until 30 May 2013

• Cobalt Asset Management LLP (no longer appointed)

  FRN 214681 · Appointed 2 Apr 2012 · Until 4 Dec 2025

• Clearwater Financial Ltd (no longer appointed)

  FRN 500324 · Appointed 2 Apr 2012 · Until 27 Jan 2026

No changes recorded yet.