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.

  • Keith Michael Parr

    IRN KMP00008

    • CF30 Customer (2 Apr 2012 to 20 Jan 2017)
  • Keith Samuel Parton

    IRN KSP00007

    • CF30 Customer (20 Nov 2012 to 23 Apr 2013)
  • Keith Sanham

    IRN KXS01279

    • CF1 Director (AR) (13 Nov 2013 to 17 Dec 2020)
    • CF30 Customer (22 Mar 2013 to 12 May 2021)
  • Keith Stockdale

    IRN KXS00010

    • CF4 Partner (AR) (9 Aug 2012 to 18 Aug 2018)
    • CF30 Customer (9 Aug 2012 to 18 Aug 2018)
  • Kenneth Abram

    IRN KXA00013

    • CF1 Director (AR) (2 Apr 2012 to 13 Oct 2020)
    • CF30 Customer (2 Apr 2012 to 13 Oct 2020)
  • Kenneth Graeham Ashdown

    IRN KGA01012

    • CF28 Systems and controls (1 Nov 2007 to 18 Sep 2013)
    • CF21 Investment Adviser (22 Feb 2007 to 1 Mar 2007)
    • CF13 Finance (22 Feb 2007 to 31 Oct 2007)
  • Kenneth Roderick Lambden

    IRN KRL01022

    • Director of firm who is not a certification employee or a SMF manager (1 Mar 2020 to 1 Sep 2023)
  • Kerry Brian Hollowell

    IRN KBH00003

    • CF1 Director (AR) (5 Mar 2013 to 13 Dec 2019)
  • Kerry Corden

    IRN KXL00070

    • Appointed representative dealing with clients for which they require qualification (25 Jan 2022 to 9 Mar 2023)
    • CF30 Customer (29 Dec 2021 to 9 Mar 2023)
  • Kerry Jane Jones

    IRN KJL01067

    • 11. Pension transfer specialist
    • [FCA CF] Functions requiring qualifications (since 1 Sep 2020)
    • [FCA CF] Client dealing (since 1 Sep 2020)
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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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