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.

  • Simon John Welch

    IRN SJW00024

    • CF30 Customer (10 Apr 2008 to 31 Aug 2014)
  • Simon MacKenzie

    IRN SXM00317

    • CF1 Director (AR) (18 Aug 2005 to 25 Jan 2006)
    • CF21 Investment Adviser (18 Aug 2005 to 25 Jan 2006)
  • Simon Mansell

    IRN SXM04836

    • SMF17 Money Laundering Reporting Officer (MLRO) (since 10 Nov 2025)
  • Simon Mark Sheldon

    IRN SMS01179

    • CF30 Customer (2 Apr 2012 to 12 Dec 2013)
  • Simon McCool

    IRN SXM03235

    • CF30 Customer (16 Nov 2015 to 7 Jun 2016)
  • Simon Mitchell

    IRN SCM00028

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 9 Apr 2021)
    • CF30 Customer (26 Apr 2013 to 9 Apr 2021)
    • CF1 Director (AR) (26 Apr 2013 to 9 Apr 2021)
  • Simon Nicholas Griffin

    IRN SNG00003

    • CF30 Customer (1 Nov 2007 to 31 Mar 2011)
    • CF1 Director (AR) (17 Jan 2006 to 31 Mar 2011)
    • CF21 Investment Adviser (17 Jan 2006 to 31 Oct 2007)
  • Simon Peter Hulme

    IRN SPH00035

    • CF30 Customer (1 Nov 2007 to 17 Sep 2009)
    • CF1 Director (AR) (22 Nov 2005 to 17 Sep 2009)
    • CF21 Investment Adviser (22 Nov 2005 to 31 Oct 2007)
  • Simon Philip Humphrey

    IRN SPH01208

    • CF30 Customer (31 Mar 2017 to 31 Mar 2017)
  • Simon Rogerson Brunt

    IRN SRB01144

    • CF1 Director (20 Dec 2012 to 31 Jan 2017)
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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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