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.

• Stephen Mark Bennett

  IRN SXB00005

  • CF30 Customer (11 Feb 2011 to 23 Dec 2011)
• Stephen Neal Baldwin

  IRN SNB01039

  • CF30 Customer (25 Apr 2012 to 27 Dec 2012)
• Stephen Paul Fryett

  IRN SPF01054

  • [FCA CF] Significant management (since 19 Jul 2023)
  • CF1 Director (AR) (7 Dec 2012 to 20 Nov 2019)
  • CF1 Director (24 Feb 2010 to 18 Sep 2013)
• Stephen Peter Burrows

  IRN SPB01180

  • CF30 Customer (15 Jan 2010 to 8 Aug 2010)
• Stephen Peter Chadwick

  IRN SPC00026

  • Responsible for Insurance Mediation (21 Mar 2007 to 11 Jun 2008)
  • CF11 Money Laundering Reporting (21 Mar 2007 to 11 Jun 2008)
  • CF10 Compliance Oversight (21 Mar 2007 to 11 Jun 2008)
  • CF1 Director (21 Mar 2007 to 11 Jun 2008)
• Stephen Philip Campbell

  IRN SPC00022

  • CF30 Customer (2 Apr 2012 to 20 Jan 2017)
• Stephen Philip Widdison

  IRN SXW00032

  • CF30 Customer (2 Apr 2012 to 30 Apr 2019)
• Stephen Quentin Paul

  IRN SQP00001

  • CF30 Customer (26 Jul 2013 to 28 Apr 2014)
• Stephen Richards

  IRN SXR01533

  • CF30 Customer (14 May 2010 to 30 Sep 2010)
• Stephen Stewart Watters

  IRN SXW01724

  • CF4 Partner (AR) (18 Dec 2009 to 28 Mar 2011)

• 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.