QUILTER WEALTH LIMITED

Date authorised
1 April 2013
Companies House
04500273
Last scraped
1 day ago

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 Retail (Investment), Professional, Life Policy, Unit, Stakeholder pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Personal pension scheme

    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 Retail (Non-Investment Insurance), Commercial, Retail (Investment), Professional, Structured Deposits, Certificates representing certain security, Debenture, Government and public security, Life Policy, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Unit, Warrant, Non-investment insurance contracts, Personal pension scheme

    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 Retail (Investment), Professional

    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 Retail (Non-Investment Insurance), Commercial, Retail (Investment), Professional, Structured Deposits, Certificates representing certain security, Debenture, Government and public security, Life Policy, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Unit, Warrant, Non-investment insurance contracts, Personal pension scheme

    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

  • 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 Retail (Non-Investment Insurance), Commercial, Retail (Investment), Professional, Structured Deposits, Certificates representing certain security, Debenture, Government and public security, Life Policy, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Unit, Warrant, Non-investment insurance contracts, Personal pension scheme

    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.

  • Robert Charles Waldron

    IRN RCW01095

    • (839)CF1 Director (AR) (24 Feb 2010 to 29 Feb 2012)
  • Robert Christopher Taylor

    IRN RCT00005

    • (1385)CF30 Customer (1 Nov 2007 to 27 Jul 2011)
    • (1388)CF4 Partner (AR) (20 Feb 2007 to 27 Jul 2011)
    • (1386)CF21 Investment Adviser (7 Apr 2005 to 31 Oct 2007)
    • (1387)CF7 Sole Trader (AR) (7 Apr 2005 to 31 Jan 2007)
  • Robert Clive Taylor

    IRN RCT01058

    • (938)CF4 Partner (AR) (26 Apr 2013 to 31 May 2019)
    • (937)CF30 Customer (26 Apr 2013 to 31 May 2019)
  • Robert Dent

    IRN RJD01144

    • (1947)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 19 Jun 2021)
    • (1946)CF30 Customer (2 Apr 2012 to 19 Jun 2021)
  • Robert Derek Winter

    IRN RDW01073

    • (2031)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 9 Dec 2024)
    • (2032)CF1 Director (AR) (9 May 2017 to 9 Dec 2024)
    • (2030)CF30 Customer (29 Jan 2013 to 9 Dec 2024)
  • Robert Edward Lyon

    IRN REL01040

    • (939)CF30 Customer (5 Jan 2010 to 18 Jun 2013)
  • Robert Elliott Leigh

    IRN REL01049

    • (2285)CF1 Director (AR) (2 Apr 2012 to 10 Jul 2013)
  • Robert Forbes Fairbairn

    IRN RFF00008

    • (1938)CF1 Director (AR) (9 Aug 2012 to 4 Oct 2019)
    • (1937)CF30 Customer (9 Aug 2012 to 4 Oct 2019)
  • Robert Frederick Parker

    IRN RFP00001

    • (2271)CF30 Customer (10 Mar 2011 to 25 Oct 2016)
  • Robert Gareth Elliott

    IRN RGE01029

    • (1816)CF30 Customer (1 Nov 2010 to 7 Oct 2011)
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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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