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.

  • Simon Sylvester Bennie

    IRN SSB01038

    • CF30 Customer (17 Jan 2013 to 15 Nov 2013)
  • Simon Williams

    IRN SXW01361

    • CF30 Customer (19 Mar 2013 to 4 Nov 2013)
  • Simon Wood-Woolley

    IRN SXW01390

    • CF30 Customer (26 Apr 2013 to 2 Dec 2014)
    • CF1 Director (AR) (26 Apr 2013 to 2 Dec 2014)
  • Solomon Olamijulo Fajemilo

    IRN SOF01009

    • Appointed representative dealing with clients for which they require qualification (2 Nov 2020 to 20 May 2022)
    • CF30 Customer (26 Mar 2020 to 20 May 2022)
  • Sophie Louise Cuckow

    IRN SLJ01042

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 23 Jul 2021)
    • CF30 Customer (16 Oct 2014 to 23 Jul 2021)
  • Stanley Holmes

    IRN SXH00013

    • CF30 Customer (3 Dec 2009 to 31 Dec 2012)
  • Stefan Kenneth Fura

    IRN SKF01013

    • CF30 Customer (26 Feb 2014 to 18 Jun 2014)
    • CF1 Director (AR) (26 Feb 2014 to 18 Jun 2014)
  • Stephanie Jane Carnall

    IRN SJC01328

    • CF1 Director (AR) (12 Jan 2007 to 23 Aug 2007)
  • Stephen Anthony Smith

    IRN SAS00086

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 25 Mar 2022)
    • CF30 Customer (9 Jan 2009 to 25 Mar 2022)
  • Stephen Burkin

    IRN SDB01090

    • CF1 Director (AR) (7 Dec 2009 to 17 Mar 2014)
Show more

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Show more

Recent activity

Updates to this firm's record on the FCA register.

No changes recorded yet.