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.

  • Sandrine Renee Michele Dimambro

    IRN SRD01092

    • CF1 Director (AR) (5 Feb 2013 to 13 Jan 2014)
  • Sarah Elizabeth Hirst

    IRN SEH01079

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 25 Mar 2022)
    • CF30 Customer (1 Nov 2007 to 25 Mar 2022)
    • CF24 Pension Transfer Specialist (26 Oct 2006 to 31 Oct 2007)
    • CF21 Investment Adviser (15 Feb 2006 to 31 Oct 2007)
  • Sarah Jane Cahill

    IRN SJC01452

    • CF1 Director (AR) (25 Sep 2012 to 22 Jun 2016)
  • Sarah Lloyd

    IRN SXK01675

    • CF1 Director (AR) (since 8 Apr 2016)
  • Sarah Louise Rose Docherty

    IRN SXD01402

    • CF1 Director (AR) (14 Apr 2015 to 14 Jan 2022)
    • CF4 Partner (AR) (2 Apr 2012 to 2 Jun 2015)
  • Sarah Margaret Mary Houlston

    IRN SXH88113

    • SMF24 Chief Operations (since 13 Nov 2024)
    • [FCA CF] Significant management (1 Oct 2024 to 15 Nov 2024)
    • [FCA CF] Manager of certification employee (1 Oct 2024 to 15 Nov 2024)
  • Sarah Waring

    IRN SXW01645

    • [FCA CF] Significant management (1 Sep 2020 to 1 Sep 2022)
  • Sarah-Jayne Ives

    IRN SXI01134

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 7 Jun 2021)
    • CF30 Customer (10 Oct 2012 to 7 Jun 2021)
  • Satish Verma

    IRN SXV00017

    • CF21 Investment Adviser (8 Oct 2004 to 18 Mar 2005)
  • Satpal Singh

    IRN SXS00026

    • CF30 Customer (1 Nov 2007 to 14 Dec 2011)
    • CF21 Investment Adviser (3 Jun 2005 to 31 Oct 2007)
Show more

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Show more

Recent activity

Updates to this firm's record on the FCA register.

No changes recorded yet.