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.

  • Pamela Byram

    IRN PXB01447

    • (1054)[FCA CF] Manager of certification employee (1 Sep 2020 to 31 Mar 2022)
  • Panashe Kimberly Mudhluyi

    IRN PXM00604

    • (45)[FCA CF] Manager of certification employee (since 4 Mar 2026)
    • (1500)[FCA CF] Manager of certification employee (7 Jun 2023 to 31 Jan 2026)
  • Parkash Singh Sehdev

    IRN PSS00012

    • (116)CF30 Customer (1 Nov 2007 to 1 Sep 2008)
    • (117)CF21 Investment Adviser (16 Aug 2004 to 31 Oct 2007)
  • Pasquale Mingoia

    IRN PXM00144

    • (1198)CF1 Director (AR) (19 Oct 2012 to 13 Dec 2013)
  • Patricia Anslow

    IRN PXA00008

    • (1460)Appointed representative dealing with clients for which they require qualification (6 Mar 2023 to 30 Aug 2024)
    • (1458)CF30 Customer (1 Nov 2007 to 30 Dec 2011)
    • (1461)CF1 Director (AR) (15 Aug 2005 to 31 Dec 2011)
    • (1459)CF21 Investment Adviser (15 Aug 2005 to 31 Oct 2007)
  • Patricia Ramos Grundy

    IRN PRG01081

    • (461)CF1 Director (AR) (18 Mar 2009 to 31 Dec 2012)
  • Patrick Farrell

    IRN PXF01297

    • (862)CF30 Customer (20 Mar 2012 to 5 Apr 2013)
  • Patrick Marcus Gray

    IRN PMG00002

    • (2148)CF30 Customer (1 Nov 2007 to 8 Jun 2012)
    • (2150)CF1 Director (AR) (25 Jan 2005 to 27 Jan 2012)
    • (2149)CF21 Investment Adviser (25 Jan 2005 to 31 Oct 2007)
  • Patrick Roach

    IRN PMR00001

    • (738)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 24 Jun 2021)
    • (737)CF4 Partner (AR) (2 Apr 2012 to 17 Jun 2021)
    • (736)CF30 Customer (2 Apr 2012 to 17 Jun 2021)
  • Paul Ainsworth

    IRN PXA00033

    • (121)CF30 Customer (1 Nov 2007 to 1 Dec 2010)
    • (122)CF21 Investment Adviser (25 Aug 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.

  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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