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.

  • Georgia Sherman

    IRN GXS00461

    • [FCA CF] Significant management (20 Jun 2022 to 31 Oct 2024)
  • Georgina Victoria Cooke

    IRN GXC00521

    • [FCA CF] Significant management (since 20 Nov 2023)
  • Gerald Bellot

    IRN GXB00058

    • CF30 Customer (18 Jan 2020 to 25 Feb 2021)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 24 Feb 2021)
  • Gerard Gregory Wood

    IRN GGW00003

    • CF30 Customer (19 Sep 2011 to 8 Feb 2022)
  • Giles Hedley John Craig

    IRN GHC00006

    • CF1 Director (AR) (1 Jul 2008 to 14 Nov 2008)
  • Gillian Garvey

    IRN GXG01342

    • CF1 Director (AR) (21 Jan 2009 to 4 Feb 2022)
  • Gillian Lucy Hepburn

    IRN GLH01055

    • CF1 Director (AR) (31 Jan 2011 to 1 Dec 2014)
  • Gillian Mary Davidson

    IRN GMD01047

    • SMF4 Chief Risk (19 May 2020 to 30 Jun 2021)
    • SMF16 Compliance Oversight (9 Dec 2019 to 30 Jun 2021)
    • SMF17 Money Laundering Reporting Officer (MLRO) (9 Dec 2019 to 20 Jan 2020)
    • CF11 Money Laundering Reporting (29 Dec 2017 to 8 Dec 2019)
    • CF10 Compliance Oversight (4 Apr 2017 to 8 Dec 2019)
    • CF1 Director (6 Dec 2016 to 4 Apr 2017)
  • Gillian Quinn

    IRN GXQ00002

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 3 Jul 2023)
    • CF30 Customer (23 Apr 2010 to 3 Jul 2023)
  • Giuseppe Iannelli

    IRN GXI01040

    • CF30 Customer (12 Oct 2012 to 31 May 2013)
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.