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.

  • Brian Arthur Marchant

    IRN BAM01088

    • CF30 Customer (10 Jan 2013 to 31 Jan 2020)
  • Brian Crowley

    IRN BPC01111

    • CF30 Customer (2 Apr 2012 to 28 Jun 2013)
  • Brian Duncan

    IRN BXD01232

    • CF30 Customer (3 Feb 2010 to 6 Sep 2013)
  • Brian Emil Robinson

    IRN BER00004

    • CF4 Partner (AR) (26 Apr 2013 to 12 May 2021)
  • Brian George Emslie

    IRN BGE00003

    • CF30 Customer (2 Apr 2012 to 6 Apr 2013)
  • Brian James

    IRN BPJ00001

    • Appointed representative dealing with clients for which they require qualification (14 Dec 2021 to 1 Feb 2024)
    • CF1 Director (AR) (8 Dec 2021 to 1 Feb 2024)
    • CF30 Customer (9 Mar 2021 to 1 Feb 2024)
  • Brian Robert Hill

    IRN BRH01046

    • CF1 Director (AR) (7 May 2009 to 29 Dec 2009)
    • CF30 Customer (7 May 2009 to 29 Dec 2009)
  • Brian William Flindall

    IRN BWF00004

    • CF1 Director (AR) (20 Apr 2009 to 14 Mar 2012)
    • CF30 Customer (28 Jul 2008 to 14 Mar 2012)
  • Bulvant Singh Khaira

    IRN BSK01013

    • CF1 Director (AR) (5 Nov 2008 to 31 Dec 2014)
    • CF4 Partner (AR) (24 Feb 2006 to 22 Dec 2008)
  • Callum James Yates

    IRN CXY00085

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 8 Jan 2025)
    • CF30 Customer (since 3 Jan 2025)
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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.