QUILTER WEALTH LIMITED

• 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

• 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

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  • · 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 Hide limitations

  • · 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)

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  • · 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 Hide limitations

  • · 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

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  • · 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 Hide limitations

  • · 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.

• Colin Burley

  IRN CXB00079

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • Appointed representative dealing with clients for which they require qualification (since 6 Mar 2023)
  • CF30 Customer (1 Nov 2007 to 29 Nov 2010)
  • CF7 Sole Trader (AR) (25 Feb 2005 to 31 Jan 2007)
  • CF21 Investment Adviser (9 Jan 2003 to 31 Oct 2007)
• Colin Culyer

  IRN CXC00038

  • CF30 Customer (1 Nov 2007 to 10 Oct 2011)
  • CF4 Partner (AR) (23 Feb 2005 to 12 Nov 2010)
  • CF21 Investment Adviser (23 Feb 2005 to 31 Oct 2007)
• Colin David Target

  IRN CDT00012

  • CF30 Customer (30 Jul 2012 to 8 Apr 2020)
• Colin Flatman

  IRN CXF00013

  • CF30 Customer (2 Apr 2012 to 22 Sep 2015)
• Colin John Moss

  IRN CJM00042

  • CF30 Customer (2 Apr 2012 to 31 Dec 2012)
• Colin Johnston

  IRN CXJ01228

  • CF1 Director (AR) (8 Nov 2010 to 2 Jul 2015)
• Colin Pritchard

  IRN CWP01028

  • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 4 Feb 2022)
  • CF1 Director (AR) (21 Jan 2009 to 4 Feb 2022)
  • CF30 Customer (21 Jan 2009 to 4 Feb 2022)
• Colin Proudfoot

  IRN CTP00004

  • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Aug 2022)
  • CF30 Customer (21 Aug 2013 to 31 Aug 2022)
• Conor Alan MacSweeney

  IRN CAM01184

  • Appointed representative dealing with clients for which they require qualification (9 Dec 2020 to 9 Apr 2021)
  • CF4 Partner (AR) (20 Dec 2013 to 9 Apr 2021)
  • CF30 Customer (20 Dec 2013 to 9 Apr 2021)
• Corinne Crowley

  IRN CXC00097

  • CF1 Director (AR) (5 Sep 2006 to 28 Feb 2010)

• Mercia Financial Planning Ltd (no longer appointed)

  FRN 664007 · Appointed 7 Jan 2015 · Until 27 Apr 2016

• Ian Shires (no longer appointed)

  FRN 532957 · Appointed 31 Oct 2014 · Until 20 Nov 2020

• Kennedy Wilde Associates LLP (no longer appointed)

  FRN 615724 · Appointed 30 Sep 2014 · Until 3 May 2019

• Property Ace Uk Ltd (no longer appointed)

  FRN 609381 · Appointed 16 Sep 2014 · Until 27 Nov 2020

• Four M Accounting Services Ltd (no longer appointed)

  FRN 534446 · Appointed 17 Jun 2014 · Until 25 Nov 2020

• Investrium Ltd (no longer appointed)

  FRN 622685 · Appointed 15 May 2014 · Until 25 Apr 2018

• DFP Wealth Management Ltd (no longer appointed)

  FRN 623153 · Appointed 12 May 2014 · Until 1 Nov 2016

• CT Finance Ltd (no longer appointed)

  FRN 591343 · Appointed 12 May 2014 · Until 8 Apr 2015

• Fundamental Planning (UK) Limited (no longer appointed)

  FRN 622579 · Appointed 2 May 2014 · Until 31 Jan 2017

• Forces Advice Ltd (no longer appointed)

  FRN 622403 · Appointed 29 Apr 2014 · Until 26 Aug 2016

No changes recorded yet.