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.

  • Ian John Parr

    IRN IJP00005

    • CF30 Customer (1 Nov 2007 to 28 Dec 2011)
    • CF21 Investment Adviser (20 Feb 2006 to 31 Oct 2007)
  • Ian Keith Swift

    IRN IKS00004

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 2 Mar 2026)
    • CF30 Customer (12 Apr 2013 to 11 Mar 2026)
  • Ian Michael Ronson

    IRN IMR00004

    • CF30 Customer (1 Nov 2007 to 28 Jan 2011)
    • CF21 Investment Adviser (15 Aug 2006 to 31 Oct 2007)
    • CF1 Director (AR) (15 Aug 2006 to 28 Jan 2011)
  • Ian Michael Vincent

    IRN VXI01006

    • CF30 Customer (16 Jul 2009 to 30 Sep 2010)
  • Ian Paul Dyde

    IRN IPD00005

    • CF30 Customer (19 May 2009 to 21 Sep 2012)
  • Ian Peter Adey

    IRN APA00002

    • CF30 Customer (1 Nov 2007 to 31 Jan 2010)
    • CF1 Director (AR) (16 Jul 2007 to 31 Jan 2010)
    • CF21 Investment Adviser (16 Jul 2007 to 31 Oct 2007)
  • Ian Pine

    IRN IXP01073

    • CF30 Customer (12 Dec 2008 to 13 Mar 2009)
  • Ian Potter

    IRN IXP00003

    • CF30 Customer (1 Aug 2017 to 29 Jan 2018)
  • Ian Richard Watling

    IRN IRW00003

    • CF21 Investment Adviser (23 Jul 2003 to 22 Jan 2007)
  • Ian Robert Downey

    IRN IRD00005

    • CF30 Customer (11 Jun 2009 to 30 Dec 2011)
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.