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.

  • Rachel Stones

    IRN RXS00705

    • [FCA CF] Significant management (1 Jun 2024 to 5 Nov 2024)
    • [FCA CF] Manager of certification employee (29 Jun 2022 to 5 Nov 2024)
  • Rae Stinton

    IRN RXS00008

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Apr 2021)
    • CF30 Customer (2 Apr 2012 to 1 Apr 2021)
    • CF4 Partner (AR) (2 Apr 2012 to 1 Apr 2021)
  • Rajan Ashwin Shah

    IRN RAS01248

    • CF30 Customer (1 Nov 2007 to 28 Jul 2014)
    • CF21 Investment Adviser (8 May 2007 to 31 Oct 2007)
  • Rajesh Deviprasad Shukla

    IRN RDS00019

    • CF1 Director (AR) (12 Mar 2009 to 12 Oct 2017)
  • Rajul Patel

    IRN RXP01901

    • Appointed representative dealing with clients for which they require qualification (6 Mar 2023 to 12 Apr 2024)
  • Ranbir Singh Makh

    IRN RXM02226

    • CF30 Customer (22 Aug 2012 to 27 Dec 2012)
    • CF1 Director (AR) (22 Aug 2012 to 24 Jun 2013)
  • Rasila Pattni

    IRN RXP00085

    • CF21 Investment Adviser (10 Apr 2003 to 17 Aug 2007)
  • Ratnam Uthayananthan

    IRN RXU00001

    • CF1 Director (AR) (18 Sep 2008 to 2 Dec 2008)
    • CF30 Customer (18 Sep 2008 to 2 Dec 2008)
  • Ravinder Singh Ghuman

    IRN RSG01057

    • CF30 Customer (1 Nov 2007 to 31 Jan 2010)
    • CF1 Director (AR) (2 Oct 2007 to 31 Jan 2010)
    • CF21 Investment Adviser (2 Oct 2007 to 31 Oct 2007)
  • Ravinder Varma

    IRN RKV00001

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