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.

  • Ian Cowie

    IRN IXC00046

    • [FCA CF] Manager of certification employee (1 Sep 2020 to 7 Jul 2022)
  • Ian Duncan Black

    IRN IDB01048

    • CF24 Pension Transfer Specialist (27 Oct 2006 to 2 Aug 2007)
    • CF7 Sole Trader (AR) (27 Feb 2006 to 31 Jan 2007)
    • CF21 Investment Adviser (27 Feb 2006 to 2 Aug 2007)
  • Ian Edward Lloyd

    IRN IEL00002

    • CF30 Customer (2 Apr 2012 to 31 Jan 2014)
  • Ian Edward Miller

    IRN IEM00006

    • CF30 Customer (2 Apr 2012 to 31 Dec 2013)
  • Ian Edward Start

    IRN IES00004

    • CF21 Investment Adviser (23 Mar 2007 to 6 Sep 2007)
  • Ian Geoffrey Dawson

    IRN IGD01016

    • CF1 Director (AR) (1 Dec 2017 to 2 Nov 2022)
  • Ian George Francis Tagg

    IRN IGT00005

    • CF30 Customer (1 Nov 2007 to 31 Dec 2012)
    • CF21 Investment Adviser (25 Jan 2005 to 31 Oct 2007)
    • CF1 Director (AR) (25 Jan 2005 to 31 Dec 2012)
  • Ian Horpe

    IRN IDH00012

    • [FCA CF] Manager of certification employee (20 May 2021 to 30 Apr 2022)
  • Ian James Woodacre

    IRN IJW00009

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Feb 2024)
    • CF30 Customer (26 Apr 2013 to 14 Jan 2014)
  • Ian John Cooling

    IRN IJC01050

    • CF30 Customer (6 Feb 2012 to 27 Dec 2012)
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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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