QUILTER WEALTH LIMITED

• 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

• 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 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

• 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 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.

• Mortgage Advice

  For Customer, Regulated mortgage contract

• 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.

• 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 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.

• Mortgage Arranging

  For Customer, Regulated mortgage contract

• Buy-to-Let Start Date

• Buy-to-Let Status

• Credit Brokering

• Debt Advice

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  • · 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 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.

• John Barry Carr

  IRN JBC00001

  • CF21 Investment Adviser (12 Oct 2004 to 9 Nov 2005)
  • CF7 Sole Trader (AR) (12 Oct 2004 to 9 Nov 2005)
• John Bernard Crozier

  IRN JBC00002

  • CF30 Customer (21 Mar 2011 to 24 Dec 2013)
  • CF1 Director (AR) (21 Mar 2011 to 24 Dec 2013)
• John Charles Amies Wilkinson

  IRN JCW01175

  • [FCA CF] Significant management (since 16 Jan 2026)
• John Charles Beaverstock

  IRN JCB00030

  • CF30 Customer (5 Nov 2012 to 29 Sep 2017)
• John Charles Noble

  IRN JCN01027

  • CF30 Customer (1 Jul 2020 to 28 Nov 2020)
• John Christopher Rochford

  IRN JCR00016

  • CF1 Director (AR) (24 Mar 2010 to 10 Dec 2013)
  • CF30 Customer (1 Nov 2007 to 31 Mar 2015)
  • CF21 Investment Adviser (24 Jan 2007 to 31 Oct 2007)
• John Clifford Edward Woolhouse

  IRN JCW00071

  • CF1 Director (AR) (12 Feb 2014 to 18 Jun 2014)
  • CF30 Customer (12 Feb 2014 to 18 Jun 2014)
• John Daniels

  IRN JXD02116

  • CF30 Customer (26 Sep 2013 to 31 Jul 2014)
• John Darren Taylor

  IRN DXT01270

  • CF30 Customer (27 May 2011 to 28 Dec 2011)
• John Edgar Williams

  IRN JEW00014

  • CF30 Customer (2 Apr 2012 to 7 Dec 2012)

• Sam McMullan

  FRN 565062 · Appointed 21 Sep 2011

• Financial Options Wealth Management Ltd

  FRN 563522 · Appointed 31 Aug 2011

• The Mortgage Advice Centre

  FRN 414226 · Appointed 4 May 2011

• Keith Jones

  FRN 229838 · Appointed 13 Jan 2011

• Paul Gregor

  FRN 231006 · Appointed 13 Jan 2011

• Gareth Channon Financial Consultancy Ltd

  FRN 211569 · Appointed 11 Jan 2011

• Citrus Healthcare Consulting Ltd

  FRN 528666 · Appointed 28 Jul 2010

• TM Financial Planning Ltd

  FRN 528587 · Appointed 27 Jul 2010

• Aidan O'Neill

  FRN 511863 · Appointed 5 Nov 2009

• James McMeel

  FRN 504850 · Appointed 11 Aug 2009

No changes recorded yet.