QUILTER WEALTH LIMITED
Addresses
The contact details this firm has registered with the FCA.
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Principal Place of Business
Senator House85 Queen Victoria StreetLondonEC4V 4ABUNITED KINGDOM- Phone
- +442075625800
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Complaints Contact
Quilter Financial Planning Complaints DepartmentSunderlandSR43 4JRUNITED KINGDOM- Phone
- +448081415077
What this firm is allowed to do
The regulated activities the FCA has granted this firm permission to carry out.
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Buy-to-Let Mortgage Advice
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Buy-to-Let Mortgage Arranging
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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
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- · 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
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Equity Release Advice
For Customer, Home reversion plans
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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 Hide limitations
- · 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.
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Mortgage Advice
For Customer, Regulated mortgage contract
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Authorised to Operate
For Professional, Retail (Investment)
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- · The firm can only agree to carry on the regulated activities specified in this Notice.
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Equity Release Arranging
For Customer, Home reversion plans
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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 Hide limitations
- · 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.
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Mortgage Arranging
For Customer, Regulated mortgage contract
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Buy-to-Let Start Date
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Buy-to-Let Status
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Credit Brokering
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Debt Advice
Show 1 limitation Hide limitations
- · This permission is limited to debt counselling with no debt management activity
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Equity Release Setup
For Customer, Home reversion plans
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Mortgage Setup
For Customer, Regulated mortgage contract
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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 Hide limitations
- · 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.
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Christopher Evans
IRN CXE01205
- CF30 Customer (6 Mar 2020 to 14 Jul 2020)
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Christopher Frederick Hill
IRN CFH01049
- SMF7 Group Entity Senior Manager (since 1 Oct 2025)
- Director of firm who is not a certification employee or a SMF manager (7 Mar 2024 to 30 Sep 2025)
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Christopher Harry Dahl
IRN CHD00007
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 9 Apr 2021)
- CF1 Director (AR) (9 May 2013 to 2 Dec 2015)
- CF30 Customer (26 Apr 2013 to 9 Apr 2021)
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Christopher Hawden
IRN CXH00131
- CF1 Director (AR) (20 Apr 2011 to 15 Aug 2017)
- CF30 Customer (20 Apr 2011 to 16 Aug 2017)
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Christopher Ian Cowley
IRN CIC01033
- CF30 Customer (16 Apr 2018 to 6 Mar 2020)
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Christopher Ian Knight
IRN CIK01008
- CF1 Director (AR) (7 Mar 2011 to 19 Dec 2011)
- CF30 Customer (14 Jul 2010 to 24 Jan 2011)
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Christopher James Mackay
IRN CJM00105
- CF21 Investment Adviser (9 Jan 2007 to 21 May 2007)
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Christopher James Turner
IRN CJT01160
- CF1 Director (AR) (30 Jun 2014 to 7 Apr 2015)
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Christopher John Last
IRN CJL00035
- CF2 Non Executive Director (AR) (since 23 Jul 2024)
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Christopher John Loraine Samuel
IRN CJS01139
- Director of firm who is not a certification employee or a SMF manager (since 1 Sep 2023)
- SMF9 Chair of the Governing Body (18 Jun 2020 to 31 Aug 2023)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Sam McMullan
FRN 565062 · Appointed 21 Sep 2011
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Financial Options Wealth Management Ltd
FRN 563522 · Appointed 31 Aug 2011
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The Mortgage Advice Centre
FRN 414226 · Appointed 4 May 2011
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Keith Jones
FRN 229838 · Appointed 13 Jan 2011
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Paul Gregor
FRN 231006 · Appointed 13 Jan 2011
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Gareth Channon Financial Consultancy Ltd
FRN 211569 · Appointed 11 Jan 2011
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Citrus Healthcare Consulting Ltd
FRN 528666 · Appointed 28 Jul 2010
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TM Financial Planning Ltd
FRN 528587 · Appointed 27 Jul 2010
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Aidan O'Neill
FRN 511863 · Appointed 5 Nov 2009
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James McMeel
FRN 504850 · Appointed 11 Aug 2009
Recent activity
Updates to this firm's record on the FCA register.
No changes recorded yet.