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.

  • Daniel Marshall

    IRN DXM00613

    • Appointed representative dealing with clients for which they require qualification (6 Mar 2023 to 16 Apr 2024)
  • Daniel Matthew Baynton

    IRN DXB00712

    • SMF5 Head of Internal Audit (since 26 Jan 2023)
  • Daniel Nicholas Smith

    IRN DNS01031

    • CF1 Director (AR) (30 Mar 2009 to 18 Feb 2020)
    • CF30 Customer (30 Mar 2009 to 7 Dec 2010)
  • Daniel Norval

    IRN DJN00004

    • CF30 Customer (6 Nov 2007 to 15 Mar 2009)
  • Daniel Paul Aslett

    IRN DXA00073

    • CF1 Director (AR) (22 Jan 2010 to 28 Apr 2014)
    • CF30 Customer (1 Nov 2007 to 28 Apr 2014)
    • CF21 Investment Adviser (4 Oct 2007 to 31 Oct 2007)
  • Daniel Richard Collins

    IRN DRC01179

    • CF1 Director (AR) (5 Apr 2013 to 31 Dec 2013)
    • CF30 Customer (28 Jan 2013 to 31 Dec 2013)
  • Daniel Robert John Unthank

    IRN DRU01005

    • CF1 Director (AR) (2 Apr 2012 to 10 Jul 2013)
  • Daniel Smethurst

    IRN DAS01248

    • CF30 Customer (15 Oct 2012 to 15 Oct 2012)
  • Daniel Stephen Kemp

    IRN DSK00001

    • CF30 Customer (4 Mar 2011 to 1 Aug 2012)
  • Daniel Woodall

    IRN DXW01453

    • CF30 Customer (16 Apr 2010 to 13 May 2010)
    • CF4 Partner (AR) (16 Apr 2010 to 13 May 2010)
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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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