QUILTER WEALTH LIMITED

Principal Place of Business

Phone

+442075625800

Web

https://www.quilter.com

Complaints Contact

Phone

+448081415077

Buy-to-Let Mortgage Advice

Buy-to-Let Mortgage Arranging

Pension Transfer Advice

For Retail (Investment), Professional, Life Policy, Unit, Stakeholder pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Personal pension scheme

Equity Release Advice

For Customer, Home reversion plans

Investment Advice (no pensions)

For Retail (Non-Investment Insurance), Commercial, Retail (Investment), Professional, Structured Deposits, Certificates representing certain security, Debenture, Government and public security, Life Policy, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Unit, Warrant, Non-investment insurance contracts, Personal pension scheme

Mortgage Advice

For Customer, Regulated mortgage contract

Authorised to Operate

For Retail (Investment), Professional

Equity Release Arranging

For Customer, Home reversion plans

Arranges Investments

For Retail (Non-Investment Insurance), Commercial, Retail (Investment), Professional, Structured Deposits, Certificates representing certain security, Debenture, Government and public security, Life Policy, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Unit, Warrant, Non-investment insurance contracts, Personal pension scheme

Mortgage Arranging

For Customer, Regulated mortgage contract

Credit Brokering

Debt Advice

Equity Release Setup

For Customer, Home reversion plans

Mortgage Setup

For Customer, Regulated mortgage contract

Investment Setup

For Retail (Non-Investment Insurance), Commercial, Retail (Investment), Professional, Structured Deposits, Certificates representing certain security, Debenture, Government and public security, Life Policy, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Unit, Warrant, Non-investment insurance contracts, Personal pension scheme

IRN TKB00002

• (2107)CF30 Customer (2 Apr 2012 to 31 Dec 2013)

IRN TXL13371

• (1620)CF1 Director (AR) (12 May 2020 to 11 Aug 2021)
• (1619)Appointed representative dealing with clients for which they require qualification (21 Apr 2020 to 8 Oct 2021)
• (1618)CF30 Customer (9 Apr 2019 to 8 Oct 2021)

IRN TXT01187

• (36)CF30 Customer (1 Sep 2009 to 20 Oct 2012)
• (37)CF1 Director (AR) (1 Sep 2009 to 21 Sep 2009)

IRN UXO01029

• (748)CF1 Director (AR) (23 Jul 2024 to 8 Oct 2025)

IRN VXM00025

• (17)CF30 Customer (2 Apr 2012 to 9 Aug 2012)

IRN VAS00007

• (58)11. Pension transfer specialist
• (59)[FCA CF] Client dealing (since 17 Feb 2025)
• (60)[FCA CF] Functions requiring qualifications (since 17 Feb 2025)
• (1224)[FCA CF] Client dealing (1 Sep 2020 to 9 Jan 2024)
• (1225)[FCA CF] Functions requiring qualifications (1 Sep 2020 to 9 Jan 2024)

IRN VFR00001

• (1319)CF30 Customer (1 Nov 2007 to 27 May 2022)
• (1321)CF7 Sole Trader (AR) (21 Sep 2006 to 31 Jan 2007)
• (1320)CF21 Investment Adviser (21 Sep 2006 to 31 Oct 2007)

IRN VXH00006

• (1436)CF30 Customer (2 Apr 2012 to 20 Sep 2013)

IRN VJH01026

• (832)CF30 Customer (16 Sep 2015 to 1 Sep 2016)

IRN VXH00008

• (940)[FCA CF] Manager of certification employee (1 Sep 2020 to 30 Apr 2021)