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.

  • Lisa Davies

    IRN LXD01281

    • CF30 Customer (25 May 2011 to 18 Jul 2011)
  • Lisa Holloway

    IRN LXH00100

    • [FCA CF] Client dealing (1 Sep 2020 to 22 Jan 2024)
    • [FCA CF] Functions requiring qualifications (1 Sep 2020 to 22 Jan 2024)
  • Lisa Michelle Laughton

    IRN LML00016

    • CF30 Customer (16 Apr 2010 to 29 Nov 2010)
    • CF1 Director (AR) (16 Nov 2009 to 21 Jun 2011)
  • Lisa Swinney

    IRN LXS00104

    • [FCA CF] Manager of certification employee (since 31 Jan 2024)
    • [FCA CF] Manager of certification employee (1 Sep 2020 to 7 Jul 2022)
  • Lloyd Nunn

    IRN LAN00001

    • CF1 Director (AR) (15 Sep 2014 to 29 Nov 2022)
  • Loess Storm Wool Overbury-Tapper

    IRN LSO00008

    • CF4 Partner (AR) (27 Nov 2009 to 19 Jun 2014)
  • Lorna Spurr

    IRN LXS00328

    • [FCA CF] Manager of certification employee (3 Nov 2021 to 9 May 2023)
  • Lorraine Clare Ring

    IRN LCR00005

    • CF1 Director (AR) (14 Apr 2015 to 14 Jan 2022)
    • CF4 Partner (AR) (2 Apr 2012 to 2 Jun 2015)
  • Louise O'Reilly

    IRN LMB00026

    • CF30 Customer (22 Jun 2010 to 1 Mar 2013)
    • CF1 Director (AR) (22 Jun 2010 to 1 Mar 2013)
  • Louise Ross Mair

    IRN LRM01037

    • CF4 Partner (AR) (1 Apr 2011 to 28 Apr 2011)
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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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