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.

  • Geoffrey Clive Charles Ribbons

    IRN GCR00007

    • CF1 Director (AR) (4 Feb 2013 to 28 Apr 2014)
    • CF30 Customer (7 Jul 2008 to 28 Apr 2014)
  • Geoffrey Lloyd Boon

    IRN GLB01055

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 17 Feb 2023)
  • Geoffrey Raymond Needham

    IRN GRN00002

    • CF21 Investment Adviser (2 May 2003 to 23 Dec 2005)
  • Geoffrey Robins

    IRN GXR00037

    • CF30 Customer (2 Apr 2012 to 12 Jun 2014)
  • Geoffrey Scott Fieldhouse

    IRN GSF00006

    • CF30 Customer (1 Nov 2007 to 20 Feb 2008)
    • CF21 Investment Adviser (5 Mar 2007 to 31 Oct 2007)
  • George Done

    IRN GXD00021

    • CF30 Customer (1 Nov 2007 to 29 Apr 2008)
    • CF4 Partner (AR) (14 Jan 2003 to 13 Feb 2004)
    • CF21 Investment Adviser (14 Jan 2003 to 31 Oct 2007)
  • George Higginson

    IRN GXH00086

    • CF1 Director (20 Jan 2010 to 20 Aug 2010)
    • Responsible for Insurance Mediation (20 Jan 2010 to 6 Sep 2010)
    • CF2 Non Executive Director (11 Apr 2008 to 11 Jan 2010)
  • George Kevin Jeffries

    IRN GKJ00002

    • CF30 Customer (1 Nov 2007 to 17 Oct 2010)
    • CF21 Investment Adviser (11 Dec 2003 to 31 Oct 2007)
  • George McGrimmon Reid

    IRN GMR01096

    • Director of firm who is not a certification employee or a SMF manager (since 1 Oct 2025)
    • SMF11 Chair of the Audit Committee (1 Sep 2023 to 30 Sep 2025)
    • CF2 Non Executive Director (8 Feb 2017 to 8 Dec 2019)
  • George William Bulfield

    IRN GWB00009

    • CF30 Customer (1 Jul 2020 to 27 Oct 2020)
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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.