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.

  • Jonathan Masters

    IRN JXM00215

    • CF1 Director (AR) (26 Apr 2013 to 28 Jun 2013)
    • CF30 Customer (26 Apr 2013 to 28 Jun 2013)
  • Jonathan Matthew Orton

    IRN JMO00019

    • CF30 Customer (24 Apr 2017 to 22 Aug 2017)
  • Jonathan Michael Little

    IRN JML01069

    • CF2 Non Executive Director (29 Apr 2017 to 8 Dec 2019)
  • Jonathan Parsons

    IRN JXP00098

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 11 Jan 2021)
    • CF1 Director (AR) (17 Sep 2012 to 9 Dec 2019)
    • CF30 Customer (17 Sep 2012 to 9 Feb 2021)
  • Jonathan Simon Brookes

    IRN JSB00002

    • CF1 Director (AR) (8 May 2014 to 6 Jan 2016)
    • CF30 Customer (23 Apr 2014 to 22 Jun 2016)
  • Jonathan Thompson

    IRN JET00019

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 28 Jan 2022)
    • CF30 Customer (2 Apr 2012 to 27 Jan 2022)
  • Jonathan Tucker

    IRN JRT01090

    • CF30 Customer (2 Apr 2012 to 12 Jun 2014)
  • Jonathan Wilkinson

    IRN JXW02039

    • CF1 Director (AR) (30 Nov 2009 to 28 Feb 2012)
  • Jonathan Woodley

    IRN JXW00180

    • [FCA CF] Functions requiring qualifications (1 Sep 2020 to 8 Jun 2022)
    • [FCA CF] Client dealing (1 Sep 2020 to 8 Jun 2022)
  • Joseph Maguire

    IRN JJM01242

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 May 2021)
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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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