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.

  • Andrew Peter Cardy

    IRN APC00028

    • CF30 Customer (2 Apr 2012 to 13 Jul 2012)
  • Andrew Peter Wild

    IRN APW00018

    • CF30 Customer (2 Apr 2012 to 31 Dec 2012)
  • Andrew Philip Smith

    IRN APS00006

    • CF30 Customer (10 Mar 2011 to 12 Apr 2013)
    • CF1 Director (AR) (10 Mar 2011 to 1 Apr 2013)
  • Andrew Smith

    IRN AXS02337

    • CF1 Director (AR) (8 Jun 2012 to 6 Sep 2013)
    • CF30 Customer (14 May 2012 to 6 Sep 2013)
  • Andrew Stephen Grundy

    IRN ASG01073

    • CF1 Director (AR) (6 Mar 2009 to 31 Dec 2012)
    • CF30 Customer (29 Jan 2009 to 31 Dec 2012)
    • CF4 Partner (AR) (10 Jun 2008 to 23 Apr 2009)
  • Andrew William Ollason

    IRN AWO00006

    • CF30 Customer (13 Dec 2011 to 19 Oct 2012)
  • Andrew Winstanley

    IRN AXW15957

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 25 Mar 2021)
    • CF30 Customer (26 Nov 2019 to 25 Mar 2021)
  • Andy Ademola Adewale

    IRN AAA00002

    • CF3 Chief Executive (27 Mar 2007 to 30 Mar 2007)
    • Responsible for Insurance Mediation (14 Jan 2005 to 21 Mar 2007)
    • CF1 Director (8 Nov 2002 to 26 Jun 2007)
    • CF21 Investment Adviser (8 Nov 2002 to 11 Sep 2007)
    • CF11 Money Laundering Reporting (8 Nov 2002 to 22 Mar 2007)
    • CF10 Compliance Oversight (8 Nov 2002 to 22 Mar 2007)
  • Angela Lambe

    IRN AML00024

    • [FCA CF] Manager of certification employee (since 1 Sep 2020)
  • Angus MacDonald Stott

    IRN AXS00050

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 5 Jan 2021)
    • CF30 Customer (18 Mar 2014 to 5 Jan 2021)
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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.