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.

• Alan Mark Renwick

  IRN AMR00025

  • CF30 Customer (23 Jun 2016 to 17 Apr 2021)
• Alan Patey

  IRN AXP00108

  • CF30 Customer (4 Jun 2015 to 16 Dec 2015)
• Alan Peter Miller

  IRN APM00066

  • CF30 Customer (21 Jan 2010 to 20 Dec 2011)
  • CF1 Director (AR) (21 Jan 2010 to 20 Dec 2011)
• Alan Pitt

  IRN AWP01030

  • CF30 Customer (3 Feb 2017 to 8 Dec 2019)
• Alan Rasberry

  IRN AXR02052

  • CF30 Customer (28 Apr 2011 to 27 Dec 2012)
• Alan Roy Pearson

  IRN ARP00032

  • CF1 Director (AR) (28 Aug 2014 to 11 Mar 2021)
  • CF4 Partner (AR) (2 Apr 2012 to 13 Dec 2013)
• Alastair Scott Kirkland

  IRN ASK00002

  • CF30 Customer (16 Sep 2013 to 31 Aug 2018)
• Alex Wheldon

  IRN AXW90531

  • CF30 Customer (28 Mar 2022 to 11 Mar 2026)
  • Appointed representative dealing with clients for which they require qualification (24 Jan 2022 to 2 Mar 2026)
• Alexander Clive Gwinnell

  IRN ACG00015

  • CF30 Customer (2 Apr 2012 to 23 Apr 2013)
• Alexander Jamieson

  IRN ASJ00006

  • [FCA CF] Manager of certification employee (since 1 Sep 2020)

• 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.