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.

  • Damian Phillip William Cross

    IRN DPC01145

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 2 Aug 2022)
    • CF30 Customer (since 27 Jul 2022)
  • Daneel Van Straaten

    IRN DXV01105

    • CF1 Director (AR) (30 Jun 2017 to 14 Mar 2018)
    • CF30 Customer (2 Apr 2012 to 21 Dec 2016)
  • Daniel Burner

    IRN DPB00031

    • CF1 Director (AR) (9 Dec 2013 to 12 Jun 2014)
    • CF30 Customer (2 Apr 2012 to 12 Jun 2014)
  • Daniel Charles Payne

    IRN DCP01061

    • CF1 Director (AR) (21 Nov 2005 to 8 Apr 2010)
  • Daniel Christopher Howell

    IRN DCH01107

    • CF1 Director (AR) (2 Apr 2012 to 13 Oct 2020)
  • Daniel Edward Young

    IRN DEY01004

    • CF30 Customer (2 Apr 2012 to 28 Sep 2012)
  • Daniel Joseph Healy

    IRN DJH00091

    • Appointed representative dealing with clients for which they require qualification (17 Feb 2021 to 17 Feb 2023)
  • Daniel Joseph Talbot

    IRN DJT00025

    • CF30 Customer (18 Sep 2012 to 31 Dec 2012)
    • CF1 Director (AR) (18 Sep 2012 to 14 Aug 2013)
  • Daniel Marchant

    IRN DXM02320

    • CF30 Customer (12 May 2011 to 6 Jan 2015)
  • Daniel Marcus Cawley

    IRN DMC01203

    • CF30 Customer (25 Jun 2010 to 9 Jul 2015)
    • CF4 Partner (AR) (13 May 2010 to 7 Jul 2015)
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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.