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.

  • Gary Wall

    IRN GXH01548

    • CF1 Director (AR) (5 Jan 2009 to 16 May 2010)
  • Gary Watts

    IRN GXW00008

    • CF30 Customer (1 Nov 2007 to 21 Aug 2008)
    • CF21 Investment Adviser (2 May 2003 to 31 Oct 2007)
  • Gary Weighill

    IRN GXW01436

    • CF30 Customer (25 Jan 2010 to 26 Dec 2011)
    • CF1 Director (AR) (19 May 2008 to 26 Dec 2011)
  • Gary Wilcock

    IRN GSW00015

    • CF1 Director (AR) (28 Dec 2012 to 19 Sep 2013)
    • CF30 Customer (23 Feb 2012 to 19 Sep 2013)
  • Gary William Buckley

    IRN GWB00018

    • CF30 Customer (28 Jul 2008 to 30 Dec 2009)
    • CF4 Partner (AR) (28 Jul 2008 to 30 Dec 2009)
  • Gavin Farr

    IRN GEF00001

    • CF1 Director (AR) (20 Nov 2013 to 15 Mar 2023)
    • CF30 Customer (2 Apr 2012 to 15 Mar 2023)
  • Gavin Mark Stacey

    IRN GMS01114

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 4 Dec 2025)
    • CF30 Customer (1 Nov 2007 to 4 Dec 2025)
    • CF21 Investment Adviser (26 Jun 2007 to 31 Oct 2007)
  • Gavin Steven Brownlie

    IRN GSB00003

    • CF21 Investment Adviser (25 May 2006 to 19 Jul 2007)
  • Gavin Stewart Walker

    IRN GXW00034

    • CF30 Customer (1 Nov 2007 to 6 Dec 2007)
    • CF21 Investment Adviser (14 Jan 2003 to 31 Oct 2007)
    • CF4 Partner (AR) (14 Jan 2003 to 13 Feb 2004)
  • Gemma Eileen Harle

    IRN GEH01049

    • [FCA CF] Significant management (2 Feb 2021 to 18 Nov 2022)
    • [FCA CF] Manager of certification employee (2 Feb 2021 to 18 Nov 2022)
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.