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.

• Anthony Cribb

  IRN AXC00158

  • [FCA CF] Manager of certification employee (1 Sep 2020 to 31 May 2022)
• Anthony David King

  IRN ADK00007

  • CF30 Customer (21 Mar 2011 to 22 Dec 2017)
• Anthony Gerald Guy Hall

  IRN AGH01130

  • CF1 Director (AR) (26 Apr 2013 to 17 Sep 2013)
• Anthony Guy Edmeades-Stearns

  IRN AGE01024

  • CF1 Director (AR) (30 Mar 2012 to 19 Apr 2013)
• Anthony James Fairclough

  IRN AJF01173

  • CF1 Director (AR) (24 Feb 2006 to 18 Dec 2008)
• Anthony James Rose

  IRN AJR01381

  • CF30 Customer (26 Apr 2013 to 23 May 2013)
• Anthony Jason Bird

  IRN AJB00107

  • CF30 Customer (29 Dec 2009 to 6 Dec 2010)
  • CF1 Director (AR) (29 Dec 2009 to 6 Dec 2010)
• Anthony John Beal

  IRN AJB00086

  • CF1 Director (AR) (17 Oct 2011 to 6 Jan 2015)
• Anthony John Buckley

  IRN AJB00171

  • Appointed representative dealing with clients for which they require qualification (13 Jan 2021 to 6 Aug 2021)
  • CF30 Customer (11 Jan 2021 to 6 Aug 2021)
• Anthony John Reygate

  IRN AJR00080

  • CF30 Customer (2 Apr 2012 to 1 Jun 2012)

• Richard Hamilton

  FRN 504687 · Appointed 7 Aug 2009

• James Carter

  FRN 500287 · Appointed 30 Apr 2009

• Martin Begley

  FRN 497138 · Appointed 4 Mar 2009

• Mountfield Financial Services Ltd

  FRN 485513 · Appointed 30 Jun 2008

• Mortgage Advice Service Ltd

  FRN 432411 · Appointed 10 May 2005

• Premium Financial Planning Services

  FRN 426589 · Appointed 16 Feb 2005

• Craven Slater & Associates Ltd

  FRN 230194 · Appointed 3 Dec 2004

• Carr Financial Ltd

  FRN 409176 · Appointed 11 Oct 2004

• Ian William Marr (no longer appointed)

  FRN 1002077 · Appointed 18 Sep 2023 · Until 13 Nov 2025

• Marsland Nash Associates Ltd (no longer appointed)

  FRN 954324 · Appointed 8 Jul 2021 · Until 12 Apr 2024

No changes recorded yet.