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.

• Barry Gregg Davies

  IRN BGD00005

  • CF1 Director (AR) (3 May 2012 to 12 Feb 2013)
  • CF30 Customer (3 May 2012 to 12 Feb 2013)
• Barry Joseph Grant

  IRN BJG00004

  • CF4 Partner (AR) (25 Oct 2012 to 13 Dec 2013)
• Barry Mitchell

  IRN BXM00042

  • CF30 Customer (23 Jun 2008 to 1 Jul 2009)
• Barry Nicholson

  IRN BRN01020

  • Appointed representative dealing with clients for which they require qualification (2 Nov 2020 to 19 Oct 2023)
  • CF30 Customer (19 Mar 2020 to 19 Oct 2023)
• Barry O'Reilly

  IRN BXO00013

  • [FCA CF] Manager of certification employee (1 Sep 2020 to 28 Feb 2023)
• Barry Robin Cook

  IRN BXC35324

  • [FCA CF] Significant management (since 6 May 2022)
  • [FCA CF] Manager of certification employee (1 Jun 2025 to 2 Jul 2025)
• Barry Walter Pappin

  IRN BWP01022

  • CF1 Director (AR) (2 Apr 2012 to 4 Sep 2013)
• Barry Watling

  IRN BJW01038

  • CF30 Customer (2 Apr 2012 to 31 Dec 2012)
• Becky Michelle Hopkins

  IRN BXH00147

  • Appointed representative dealing with clients for which they require qualification (13 Nov 2020 to 23 Jun 2021)
• Belinda Ethel Middleton

  IRN BXM00134

  • CF30 Customer (1 Nov 2007 to 15 Dec 2009)
  • CF21 Investment Adviser (28 Feb 2006 to 31 Oct 2007)
  • CF7 Sole Trader (AR) (28 Feb 2006 to 31 Jan 2007)

• Peter Graham White (no longer appointed)

  FRN 175801 · Appointed 28 Jan 2005 · Until 7 May 2009

• Stephen L Atwell Independent Financial Adviser (no longer appointed)

  FRN 424613 · Appointed 25 Jan 2005 · Until 29 Feb 2012

• Independent Financial Solutions (UK) Ltd (no longer appointed)

  FRN 193116 · Appointed 24 Jan 2005 · Until 16 May 2008

• Advice & Solutions Ltd (no longer appointed)

  FRN 423991 · Appointed 20 Jan 2005 · Until 7 Dec 2008

• The Dales Mortgage & Financial Services (no longer appointed)

  FRN 423995 · Appointed 20 Jan 2005 · Until 20 Sep 2011

• Chesterford Wealth Management Group (no longer appointed)

  FRN 423743 · Appointed 18 Jan 2005 · Until 6 Feb 2012

• Big Financial Solutions Ltd (no longer appointed)

  FRN 423386 · Appointed 14 Jan 2005 · Until 23 Sep 2005

• Sense Financial Solutions Ltd (no longer appointed)

  FRN 422801 · Appointed 13 Jan 2005 · Until 31 Aug 2014

• Essential Financial Consultant (no longer appointed)

  FRN 419414 · Appointed 30 Dec 2004 · Until 12 May 2006

• Ensure (IFA) Ltd (no longer appointed)

  FRN 418794 · Appointed 23 Dec 2004 · Until 7 Dec 2008

No changes recorded yet.