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.

  • Darren William John Sharkey

    IRN DWS01044

    • SMF18 Other Overall Responsibility (28 May 2020 to 1 Jan 2021)
    • SMF3 Executive Director (9 Dec 2019 to 17 May 2020)
    • CF1 Director (1 Feb 2017 to 8 Dec 2019)
  • Darren Wilson

    IRN DXW00083

    • [FCA CF] Manager of certification employee (1 Sep 2020 to 7 Dec 2021)
  • Daryl Jon Holmes

    IRN DJH01425

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 23 Mar 2022)
  • Daryl Wayne Lay

    IRN DWL01025

    • CF1 Director (AR) (19 Aug 2010 to 26 Jun 2015)
    • CF30 Customer (19 Aug 2010 to 26 Jun 2015)
  • David Alan Brown

    IRN DAB00055

    • CF30 Customer (1 Nov 2007 to 6 Feb 2008)
    • CF21 Investment Adviser (16 Mar 2007 to 31 Oct 2007)
  • David Alfred Nicholls

    IRN DAN00019

    • CF30 Customer (1 Nov 2007 to 24 Nov 2014)
    • CF21 Investment Adviser (27 Apr 2005 to 31 Oct 2007)
  • David Anthony Green

    IRN DAG01115

    • CF30 Customer (1 Nov 2007 to 28 Feb 2009)
    • CF21 Investment Adviser (6 Oct 2004 to 31 Oct 2007)
  • David Berry

    IRN DXB00031

    • CF1 Director (AR) (27 Jul 2009 to 30 Nov 2010)
  • David Braithwaite

    IRN DXB00063

    • CF1 Director (AR) (6 Aug 2010 to 10 Feb 2026)
  • David Brian Popplewell

    IRN DBP00007

    • CF30 Customer (28 May 2015 to 15 Aug 2017)
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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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