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.

  • Simon Davis

    IRN SXD00762

    • (37)[FCA CF] Significant management (since 17 Mar 2025)
  • Simon Evans

    IRN SJE00026

    • (1798)CF30 Customer (2 Apr 2012 to 27 Apr 2012)
    • (1799)CF4 Partner (AR) (2 Apr 2012 to 27 Apr 2012)
  • Simon Garrick Burchell

    IRN SGB01110

    • (853)CF30 Customer (30 Nov 2011 to 30 Sep 2012)
  • Simon Herbert

    IRN SXH00158

    • (1900)CF1 Director (AR) (20 Dec 2012 to 19 Sep 2013)
  • Simon Howard Davies

    IRN SHD01012

    • (279)CF2 Non Executive Director (1 Nov 2012 to 1 Jun 2013)
  • Simon John Austin

    IRN SXA01475

    • (2068)CF30 Customer (10 Oct 2012 to 1 Sep 2015)
  • Simon John Carr

    IRN SJC00023

    • (1469)CF30 Customer (26 Apr 2013 to 7 Dec 2016)
    • (1470)CF1 Director (AR) (26 Apr 2013 to 7 Dec 2016)
  • Simon John Dunn

    IRN SJD01188

    • (12)CF1 Director (AR) (31 Jul 2009 to 29 Nov 2011)
    • (11)CF30 Customer (8 Feb 2008 to 29 Nov 2011)
  • Simon John Knibbs

    IRN SJK01158

    • (492)CF1 Director (AR) (26 Apr 2013 to 2 Dec 2014)
  • Simon John Legg

    IRN SJL00040

    • (1359)CF30 Customer (2 Apr 2012 to 27 Apr 2012)
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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.

  1. trading name added: Mint Wealth Management

  2. trading name added: Mint Wealth Advisers

  3. trading name added: Mint Financial Services Limited

  4. trading name added: Intrinsic Wealth Limited

  5. trading name added: Intrinsic Independent Limited

  6. permission removed: CBTL Effective Date

  7. permission removed: CBTL Status

  8. controlled function added: (488)SMF11 Chair of the Audit Committee

  9. controlled function added: (487)SMF1 Chief Executive

  10. controlled function added: (486)SMF2 Chief Finance

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