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.

  • Victor Paul Woolley

    IRN VPW00003

    • (482)CF30 Customer (24 Jun 2009 to 24 Dec 2013)
    • (483)CF1 Director (AR) (24 Jun 2009 to 24 Dec 2013)
  • Victoria Baker

    IRN VXB00023

    • (1589)[FCA CF] Significant management (1 Sep 2020 to 25 Jun 2021)
  • Vijay Maganlal Vaghela

    IRN VMV00002

    • (1257)CF30 Customer (1 Nov 2007 to 20 Dec 2007)
    • (1259)CF7 Sole Trader (AR) (10 Jan 2005 to 14 Jun 2006)
    • (1258)CF21 Investment Adviser (9 Dec 2003 to 31 Oct 2007)
  • Vinod Khanna

    IRN VXK00004

    • (283)CF30 Customer (2 Apr 2012 to 31 Dec 2012)
  • Vyramuttu Rattinam Ramanathan

    IRN VRR00001

    • (405)CF30 Customer (1 Nov 2007 to 30 Dec 2011)
    • (406)CF21 Investment Adviser (17 Jun 2003 to 31 Oct 2007)
  • Warren Vickers

    IRN WXV00019

    • (46)[FCA CF] Significant management (since 30 Mar 2026)
  • Wayne Brandon Butler

    IRN WBB00006

    • (2255)CF1 Director (AR) (3 Jan 2009 to 24 May 2013)
    • (2254)CF30 Customer (3 Jan 2009 to 20 Jan 2011)
  • Wayne Godwin

    IRN WAG00001

    • (1021)CF30 Customer (2 Dec 2011 to 31 Aug 2014)
  • Wayne Starkey

    IRN WXS00046

    • (1124)CF30 Customer (13 Oct 2009 to 30 Sep 2011)
  • Wilhelmina Dew

    IRN WXD01150

    • (2202)CF4 Partner (AR) (21 Dec 2015 to 3 Jan 2017)
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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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