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.

  • Karen Poole

    IRN KXP01447

    • CF1 Director (AR) (10 May 2013 to 19 Feb 2026)
  • Karen Suzanne Pritchard

    IRN KSP01024

    • CF1 Director (AR) (21 Jan 2009 to 4 Feb 2022)
  • Karen Williamson

    IRN KXW00070

    • [FCA CF] Manager of certification employee (1 Sep 2020 to 3 Jan 2022)
  • Karen lambert

    IRN KXL01330

    • CF4 Partner (AR) (2 Apr 2012 to 13 Dec 2013)
  • Karin Alexandra Cook

    IRN KAC01094

    • SMF24 Chief Operations (18 May 2021 to 30 Sep 2024)
    • SMF3 Executive Director (18 May 2021 to 9 Sep 2021)
    • SMF7 Group Entity Senior Manager (9 Dec 2019 to 18 May 2021)
    • CF1 Director (29 Aug 2019 to 8 Dec 2019)
    • CF29 Significant management (15 Mar 2019 to 29 Aug 2019)
  • Karl Anthony Guadagnini

    IRN KAG00007

    • CF30 Customer (1 Nov 2007 to 31 Aug 2014)
    • CF21 Investment Adviser (28 Jan 2005 to 31 Oct 2007)
    • CF1 Director (AR) (28 Jan 2005 to 31 Aug 2014)
  • Karl Bieraugel

    IRN KWB00001

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 May 2025)
    • CF30 Customer (1 Nov 2007 to 1 May 2025)
    • CF21 Investment Adviser (23 Feb 2005 to 31 Oct 2007)
    • CF1 Director (AR) (23 Feb 2005 to 1 May 2025)
  • Karon Dianne Staniforth

    IRN KXW00069

    • CF30 Customer (28 Jul 2008 to 17 Sep 2009)
  • Karthica Underwood

    IRN KXR01226

    • CF30 Customer (26 Apr 2013 to 11 Feb 2015)
  • Karthigesu Sivanesan

    IRN KIS00001

    • CF30 Customer (1 Nov 2007 to 7 Mar 2008)
    • CF21 Investment Adviser (10 Jan 2003 to 31 Oct 2007)
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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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