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

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  • · 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.

• Damian Phillip William Cross

  IRN DPC01145

  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 7. Giving personal recommendations on long-term care insurance contracts
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • Appointed representative dealing with clients for which they require qualification (since 2 Aug 2022)
  • CF30 Customer (since 27 Jul 2022)
• Daneel Van Straaten

  IRN DXV01105

  • CF1 Director (AR) (30 Jun 2017 to 14 Mar 2018)
  • CF30 Customer (2 Apr 2012 to 21 Dec 2016)
• Daniel Burner

  IRN DPB00031

  • CF1 Director (AR) (9 Dec 2013 to 12 Jun 2014)
  • CF30 Customer (2 Apr 2012 to 12 Jun 2014)
• Daniel Charles Payne

  IRN DCP01061

  • CF1 Director (AR) (21 Nov 2005 to 8 Apr 2010)
• Daniel Christopher Howell

  IRN DCH01107

  • CF1 Director (AR) (2 Apr 2012 to 13 Oct 2020)
• Daniel Edward Young

  IRN DEY01004

  • CF30 Customer (2 Apr 2012 to 28 Sep 2012)
• Daniel Joseph Healy

  IRN DJH00091

  • Appointed representative dealing with clients for which they require qualification (17 Feb 2021 to 17 Feb 2023)
• Daniel Joseph Talbot

  IRN DJT00025

  • CF30 Customer (18 Sep 2012 to 31 Dec 2012)
  • CF1 Director (AR) (18 Sep 2012 to 14 Aug 2013)
• Daniel Marchant

  IRN DXM02320

  • CF30 Customer (12 May 2011 to 6 Jan 2015)
• Daniel Marcus Cawley

  IRN DMC01203

  • CF30 Customer (25 Jun 2010 to 9 Jul 2015)
  • CF4 Partner (AR) (13 May 2010 to 7 Jul 2015)

• David Moss (no longer appointed)

  FRN 183324 · Appointed 6 Mar 2007 · Until 4 Dec 2013

• Independent Lifestyle Financial Services (no longer appointed)

  FRN 464552 · Appointed 28 Feb 2007 · Until 10 Oct 2011

• HP Financial Consultants (no longer appointed)

  FRN 464354 · Appointed 22 Feb 2007 · Until 14 Feb 2008

• Wentworth and Wentworth Ltd (no longer appointed)

  FRN 464352 · Appointed 22 Feb 2007 · Until 5 Jul 2008

• Bingham-Woods Independent Financial Advisors Ltd (no longer appointed)

  FRN 463465 · Appointed 5 Feb 2007 · Until 2 Mar 2026

• Channel One Financial Services LLP (no longer appointed)

  FRN 463119 · Appointed 29 Jan 2007 · Until 27 Jul 2011

• ISM Financial Management (no longer appointed)

  FRN 463072 · Appointed 26 Jan 2007 · Until 28 Jul 2017

• Secure Future Financial Planning (no longer appointed)

  FRN 462775 · Appointed 22 Jan 2007 · Until 15 Feb 2008

• MBM Financial Solutions (no longer appointed)

  FRN 462649 · Appointed 17 Jan 2007 · Until 13 Dec 2008

• Swift Financial Planning (no longer appointed)

  FRN 462294 · Appointed 9 Jan 2007 · Until 1 Apr 2007

No changes recorded yet.