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

  Show 1 limitation Hide limitations

  • · 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.

• Malcolm Barnfield

  IRN MCB00040

  • CF30 Customer (2 Apr 2012 to 27 Dec 2012)
• Malcolm Corking

  IRN MXC00015

  • CF30 Customer (1 Nov 2007 to 6 Sep 2008)
  • CF21 Investment Adviser (3 Feb 2005 to 31 Oct 2007)
• Malcolm Finlay Alexander Campbell

  IRN MFC01039

  • CF30 Customer (3 Feb 2009 to 24 Mar 2010)
• Malcolm Foster

  IRN MXF00086

  • [FCA CF] Manager of certification employee (1 Sep 2020 to 9 May 2023)
• Malcolm Green

  IRN MXG00041

  • CF30 Customer (1 Nov 2007 to 26 Jan 2019)
  • CF21 Investment Adviser (15 Nov 2004 to 26 Jan 2019)
  • CF7 Sole Trader (AR) (15 Nov 2004 to 26 Jan 2019)
• Malcolm John Simpson

  IRN MJS01321

  • CF30 Customer (2 Apr 2012 to 31 Dec 2013)
• Malcolm Patrick M'Clelland

  IRN MPM00006

  • CF1 Director (AR) (31 Jan 2011 to 1 May 2019)
• Manan Adlakha

  IRN MXA00175

  • [FCA CF] Manager of certification employee (1 Sep 2020 to 9 May 2023)
• Marc Antony Smelt

  IRN MAS00031

  • CF1 Director (AR) (23 Dec 2009 to 6 Dec 2010)
• Marc Domenyk Carter

  IRN MDC00027

  • CF30 Customer (3 May 2013 to 7 Jan 2016)

• 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.