QUILTER WEALTH LIMITED

Date authorised
1 April 2013
Companies House
04500273
Last scraped
3 weeks ago
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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.

  • David Carter

    IRN DWC01081

    • CF30 Customer (11 Sep 2012 to 30 Apr 2016)
    • CF1 Director (AR) (5 Oct 2009 to 30 Apr 2016)
  • David Christopher Osborne Weller

    IRN DCW00027

    • CF1 Director (AR) (28 Jun 2010 to 2 Jul 2018)
    • CF30 Customer (28 Jun 2010 to 2 Jul 2018)
  • David Christopher Wright

    IRN DCW00001

    • CF30 Customer (1 Nov 2007 to 27 May 2010)
    • CF21 Investment Adviser (14 Feb 2005 to 31 Oct 2007)
    • CF4 Partner (AR) (14 Feb 2005 to 27 May 2010)
  • David Colin Smith

    IRN DCS01133

    • CF30 Customer (2 Apr 2012 to 3 Jan 2013)
  • David Emmanuel Gunn

    IRN DEG01055

    • CF30 Customer (15 Jan 2010 to 11 Aug 2010)
  • David Evans

    IRN DXE00041

    • [FCA CF] Manager of certification employee (1 Sep 2020 to 19 Jan 2022)
  • David Francis Ryan

    IRN DFR00003

    • CF30 Customer (21 Aug 2012 to 4 Aug 2020)
    • CF4 Partner (AR) (21 Aug 2012 to 4 Aug 2020)
  • David George Haywood

    IRN DGH01118

    • CF30 Customer (20 Feb 2013 to 22 Mar 2013)
  • David George Rodricks

    IRN DGR01070

    • CF1 Director (AR) (2 Apr 2012 to 7 Nov 2012)
    • CF30 Customer (2 Apr 2012 to 29 Sep 2015)
  • David Goodwin

    IRN DXG00002

    • CF30 Customer (1 Nov 2007 to 29 Dec 2011)
    • CF21 Investment Adviser (20 Mar 2006 to 31 Oct 2007)
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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.

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