QUILTER WEALTH LIMITED

Date authorised
1 April 2013
Companies House
04500273
Last scraped
3 weeks ago
Watch for changes

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.

  • Andrew John Smith

    IRN AJS00158

    • CF30 Customer (2 Apr 2012 to 31 Jan 2014)
    • CF1 Director (AR) (2 Apr 2012 to 31 Jan 2014)
  • Andrew John Tye

    IRN AJT01287

    • CF30 Customer (13 Feb 2017 to 15 Aug 2017)
  • Andrew John Womack

    IRN AJW00082

    • CF4 Partner (AR) (19 Apr 2010 to 27 Jul 2011)
    • CF30 Customer (1 Nov 2007 to 27 Jul 2011)
    • CF7 Sole Trader (AR) (23 Jan 2006 to 31 Jan 2007)
    • CF21 Investment Adviser (23 Jan 2006 to 31 Oct 2007)
  • Andrew Joseph John Fee

    IRN AJF00002

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 29 Nov 2022)
    • CF30 Customer (7 Jun 2013 to 29 Nov 2022)
  • Andrew Kirby

    IRN AXK00025

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 7 Jul 2021)
    • CF4 Partner (AR) (9 Aug 2010 to 25 Mar 2022)
    • CF30 Customer (1 Nov 2007 to 14 Jun 2021)
    • CF21 Investment Adviser (17 Sep 2007 to 31 Oct 2007)
  • Andrew Maguire

    IRN AFM01061

    • CF4 Partner (AR) (8 Feb 2010 to 26 Apr 2012)
  • Andrew Moore

    IRN APM01215

    • [FCA CF] Significant management (1 Sep 2020 to 1 Dec 2021)
  • Andrew Patrick Jenkinson

    IRN APJ01067

    • CF1 Director (AR) (25 Feb 2014 to 7 Mar 2025)
  • Andrew Paul Smith

    IRN AXS00457

    • Appointed representative dealing with clients for which they require qualification (8 Apr 2021 to 4 Dec 2025)
    • CF30 Customer (11 Mar 2021 to 4 Dec 2025)
  • Andrew Paul Turner

    IRN APT00017

    • CF30 Customer (1 Nov 2007 to 8 Nov 2008)
    • CF7 Sole Trader (AR) (12 Dec 2005 to 31 Jan 2007)
    • CF21 Investment Adviser (27 Jul 2004 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.

No changes recorded yet.