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.

  • Miriam Nugent

    IRN MXN01360

    • CF1 Director (AR) (27 Aug 2009 to 12 Aug 2013)
  • Mitchell Dean

    IRN MXD02066

    • SMF2 Chief Finance (5 May 2020 to 13 Sep 2023)
    • SMF3 Executive Director (5 May 2020 to 30 Jun 2024)
  • Mohammed Kutub Uddin

    IRN MKU01003

    • [FCA CF] Manager of certification employee (29 Nov 2021 to 22 Mar 2022)
  • Moira Kilcoyne

    IRN MXK02784

    • Director of firm who is not a certification employee or a SMF manager (since 1 Sep 2023)
    • CF2 Non Executive Director (31 Dec 2016 to 8 Dec 2019)
  • Myles Richard Boden Harrison

    IRN MRH01117

    • CF1 Director (AR) (24 Feb 2014 to 18 Sep 2020)
    • CF30 Customer (2 Apr 2012 to 18 Sep 2020)
  • Naomi Turner

    IRN NXT00037

    • [FCA CF] Manager of certification employee (1 Sep 2020 to 4 Feb 2021)
  • Narinder Singh Chadha

    IRN NSC00015

    • CF30 Customer (1 Nov 2007 to 8 Feb 2008)
    • CF21 Investment Adviser (16 Oct 2004 to 31 Oct 2007)
  • Natasha Claire Fathers

    IRN NCF01021

    • CF30 Customer (28 May 2015 to 21 Sep 2015)
  • Navdeep Kainth

    IRN NXK00019

    • CF30 Customer (15 Nov 2012 to 1 Mar 2013)
  • Navshir Jaffer

    IRN NXJ01202

    • CF1 Director (AR) (14 Aug 2012 to 19 Apr 2013)
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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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