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.

• Joseph Philip Hartley

  IRN JPH00010

  • CF1 Director (AR) (8 Oct 2012 to 13 Mar 2020)
  • CF30 Customer (8 Oct 2012 to 31 Dec 2012)
• Joseph Samuel McMullan

  IRN JSM00046

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 11 Feb 2021)
• Joshua Martin

  IRN JXM00451

  • Appointed representative dealing with clients for which they require qualification (27 Jan 2023 to 29 Aug 2023)
  • CF30 Customer (15 Mar 2021 to 29 Aug 2023)
• Judith Mary Irving

  IRN JMI01019

  • CF30 Customer (26 Apr 2013 to 28 Jun 2013)
• Julia Louise Mccaughan

  IRN JLM01169

  • CF1 Director (AR) (22 May 2009 to 4 May 2011)
• Julian Mark Docherty

  IRN JMD00016

  • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Mar 2022)
  • CF1 Director (AR) (14 Apr 2015 to 14 Jan 2022)
  • CF30 Customer (2 Apr 2012 to 31 Mar 2022)
  • CF4 Partner (AR) (2 Apr 2012 to 2 Jun 2015)
• Julian Mervyn Elliott

  IRN JME00029

  • CF30 Customer (9 Dec 2011 to 12 Apr 2012)
• Julian Peter Friel

  IRN JPF01057

  • CF30 Customer (1 Nov 2007 to 11 Apr 2008)
  • CF21 Investment Adviser (6 Oct 2004 to 31 Oct 2007)
• Julie Ann Angulatta

  IRN JAA01096

  • CF1 Director (AR) (10 Mar 2011 to 13 Nov 2013)
• Julie Ann Thompson

  IRN JXT00103

  • CF1 Director (AR) (since 11 Dec 2020)

• Beaufort Wealth Management Ltd (no longer appointed)

  FRN 469862 · Appointed 4 Jul 2007 · Until 31 Jan 2010

• Andre de Beer IFA (no longer appointed)

  FRN 469213 · Appointed 19 Jun 2007 · Until 30 Jan 2008

• Organic Financial Solutions Ltd (no longer appointed)

  FRN 469232 · Appointed 19 Jun 2007 · Until 23 Jul 2021

• Nilesh Patel (no longer appointed)

  FRN 429254 · Appointed 14 Jun 2007 · Until 26 Sep 2009

• Geoffrey Fieldhouse Financial Services (no longer appointed)

  FRN 468718 · Appointed 6 Jun 2007 · Until 20 Feb 2008

• APS Home Loans (no longer appointed)

  FRN 468661 · Appointed 5 Jun 2007 · Until 16 Oct 2007

• Clarity Financial Advice Ltd (no longer appointed)

  FRN 467218 · Appointed 30 Apr 2007 · Until 30 Jun 2010

• Peter Beacock Financial Consultancy (no longer appointed)

  FRN 467274 · Appointed 30 Apr 2007 · Until 25 Apr 2008

• Innovative Finance Solutions Ltd (no longer appointed)

  FRN 466672 · Appointed 13 Apr 2007 · Until 7 Sep 2009

• Links Financial Management Ltd (no longer appointed)

  FRN 465472 · Appointed 19 Mar 2007 · Until 26 Dec 2011

No changes recorded yet.