QUILTER WEALTH LIMITED

Date authorised
1 April 2013
Companies House
04500273
Last scraped
3 weeks ago
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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.

  • Claire Williams

    IRN CXW01607

    • CF1 Director (AR) (17 Feb 2011 to 12 Jul 2016)
  • Clare Elizabeth King

    IRN CEK01020

    • CF30 Customer (1 Nov 2007 to 30 Apr 2008)
    • CF1 Director (AR) (5 Jul 2006 to 30 Apr 2008)
    • CF21 Investment Adviser (5 Jul 2006 to 31 Oct 2007)
  • Claudia Liberatoscioli

    IRN CXL01425

    • CF30 Customer (21 Dec 2012 to 8 Nov 2015)
  • Clifford Mark Bird

    IRN CMB00010

    • CF1 Director (AR) (1 Feb 2008 to 28 Dec 2012)
    • CF30 Customer (1 Feb 2008 to 28 Dec 2012)
  • Clifford Peter Priddey

    IRN CPP00006

    • CF30 Customer (1 Nov 2007 to 14 Jul 2009)
    • CF7 Sole Trader (AR) (2 Jan 2006 to 31 Jan 2007)
    • CF21 Investment Adviser (2 Jan 2006 to 31 Oct 2007)
  • Clifford Walker

    IRN CPW00016

    • [FCA CF] Manager of certification employee (1 Sep 2020 to 8 Jul 2022)
  • Clive Lindsey Howlett

    IRN CLH00011

    • CF30 Customer (4 Mar 2011 to 19 Apr 2018)
  • Clive Paul Freeman

    IRN CPF00014

    • CF30 Customer (24 Mar 2009 to 18 Apr 2011)
  • Clive Thompson

    IRN CXT00050

    • CF30 Customer (1 Nov 2007 to 9 Apr 2009)
    • CF1 Director (AR) (23 Mar 2007 to 9 Apr 2009)
    • CF21 Investment Adviser (30 Jan 2006 to 31 Oct 2007)
    • CF7 Sole Trader (AR) (30 Jan 2006 to 31 Jan 2007)
  • Colin Angell

    IRN CBA00002

    • [FCA CF] Manager of certification employee (1 Sep 2020 to 30 Sep 2021)
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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.

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