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.

  • Christopher Paul Winnett

    IRN CPW00004

    • CF30 Customer (4 May 2012 to 24 Dec 2013)
    • CF1 Director (AR) (14 Feb 2012 to 24 Dec 2013)
  • Christopher Reginald Allen

    IRN CRA00012

    • CF30 Customer (1 Nov 2007 to 17 Oct 2008)
    • CF21 Investment Adviser (26 Feb 2003 to 31 Oct 2007)
  • Christopher Sartin

    IRN CXS00064

    • CF1 Director (AR) (14 May 2004 to 25 Aug 2004)
  • Christopher Simon Ellis

    IRN SCE00008

    • CF30 Customer (1 Nov 2007 to 8 Feb 2010)
    • CF4 Partner (AR) (26 Sep 2006 to 8 Feb 2010)
    • CF21 Investment Adviser (11 Sep 2003 to 31 Oct 2007)
  • Christopher Thomas Smith

    IRN CXS06960

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 21 Sep 2021)
    • CF30 Customer (since 18 Aug 2021)
  • Christopher Townley Downham

    IRN CTD00008

    • CF1 Director (AR) (7 Nov 2006 to 13 Nov 2006)
  • Christopher Victor Barnard

    IRN CXB00424

    • Appointed representative dealing with clients for which they require qualification (25 Oct 2021 to 5 Aug 2022)
    • CF30 Customer (5 Oct 2021 to 5 Aug 2022)
  • Ciaran Ruttledge

    IRN CXR00236

    • Appointed representative dealing with clients for which they require qualification (10 Jun 2021 to 11 Jun 2021)
  • Claire Bamford

    IRN CXB02112

    • CF1 Director (AR) (since 28 Feb 2013)
  • Claire Lee

    IRN CLL01031

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 23 Feb 2023)
    • CF30 Customer (21 Jun 2018 to 29 Apr 2020)
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.