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.

  • Andrew Alexander Jamieson

    IRN AAJ00001

    • [FCA CF] Functions requiring qualifications (14 Jul 2022 to 17 Oct 2025)
  • Andrew Bernard Thompson

    IRN ABT00006

    • Responsibility for MCD Intermediation (14 Apr 2020 to 30 Jun 2020)
    • Responsible for Insurance Mediation (14 Apr 2020 to 30 Jun 2020)
    • Responsible for Insurance Distribution (14 Apr 2020 to 30 Jun 2020)
    • SMF1 Chief Executive (9 Dec 2019 to 30 Jun 2020)
    • SMF3 Executive Director (9 Dec 2019 to 30 Jun 2020)
    • CF3 Chief Executive (11 Mar 2016 to 8 Dec 2019)
    • CF1 Director (16 Apr 2014 to 8 Dec 2019)
    • CF1 Director (AR) (26 Apr 2013 to 30 Jun 2020)
  • Andrew Brooks

    IRN AXB00004

    • CF30 Customer (25 Feb 2013 to 16 Dec 2015)
    • CF1 Director (AR) (2 Apr 2012 to 16 Dec 2015)
  • Andrew Browett

    IRN AXB00318

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 7 Mar 2022)
  • Andrew Butler

    IRN AXB00204

    • CF30 Customer (1 May 2013 to 21 Oct 2013)
  • Andrew Charles Elskamp

    IRN ACE00003

    • CF30 Customer (14 May 2012 to 5 Jul 2013)
  • Andrew Colin Simpson

    IRN ACS00031

    • CF30 Customer (26 Oct 2009 to 23 Nov 2009)
    • CF21 Investment Adviser (11 Aug 2004 to 31 Oct 2007)
  • Andrew David Booth

    IRN ADB00005

    • CF30 Customer (1 Nov 2007 to 20 Feb 2008)
    • CF21 Investment Adviser (23 Jul 2003 to 31 Oct 2007)
  • Andrew David Joyce

    IRN ADJ00015

    • CF30 Customer (1 Nov 2007 to 31 Dec 2013)
    • CF21 Investment Adviser (15 Feb 2006 to 31 Oct 2007)
    • CF1 Director (AR) (15 Feb 2006 to 31 Dec 2013)
  • Andrew Denis Heryet

    IRN ADH00003

    • CF30 Customer (12 Oct 2012 to 10 Jun 2013)
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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.