QUILTER WEALTH LIMITED

Principal Place of Business

Phone

+442075625800

Web

https://www.quilter.com

Complaints Contact

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

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

Mortgage Advice

For Customer, Regulated mortgage contract

Authorised to Operate

For Professional, Retail (Investment)

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

Mortgage Arranging

For Customer, Regulated mortgage contract

Buy-to-Let Start Date

Buy-to-Let Status

Credit Brokering

Debt Advice

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

IRN SAW00009

• (1088)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 2 Mar 2026)
• (1086)CF30 Customer (1 Nov 2007 to 11 Mar 2026)
• (1089)CF1 Director (AR) (8 Feb 2007 to 11 Mar 2026)
• (1087)CF21 Investment Adviser (8 Feb 2007 to 31 Oct 2007)

IRN SAL00032

• (1821)CF1 Director (AR) (31 Jan 2019 to 27 Nov 2020)

IRN SDG01074

• (1741)CF30 Customer (27 Apr 2012 to 19 Jul 2012)

IRN SWS01057

• (831)[FCA CF] Significant management (1 Sep 2020 to 31 Mar 2021)

IRN SDW01071

• (1926)CF30 Customer (26 Apr 2013 to 15 Jul 2013)

IRN SXH01989

• (850)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 14 Nov 2023)
• (849)CF30 Customer (2 Apr 2012 to 14 Nov 2023)

IRN SXL00136

• (375)CF30 Customer (1 Nov 2007 to 24 May 2012)
• (376)CF21 Investment Adviser (26 Jul 2007 to 31 Oct 2007)

IRN SPO00005

• (1433)CF30 Customer (1 Nov 2007 to 31 Dec 2012)
• (1435)CF1 Director (AR) (15 Feb 2006 to 6 Sep 2013)
• (1434)CF21 Investment Adviser (15 Feb 2006 to 31 Oct 2007)

IRN SPL00009

• (2067)CF1 Director (AR) (1 Apr 2009 to 30 Dec 2011)
• (2064)CF30 Customer (1 Nov 2007 to 30 Dec 2011)
• (2065)CF21 Investment Adviser (20 Sep 2005 to 31 Oct 2007)
• (2066)CF4 Partner (AR) (20 Sep 2005 to 27 Mar 2009)

IRN SSW00002

• (33)CF1 Director (AR) (1 May 2013 to 11 Sep 2013)
• (32)CF4 Partner (AR) (2 Apr 2012 to 11 Sep 2013)