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.

  • Antony Darren Rosenbaum

    IRN ADR01104

    • CF30 Customer (22 Nov 2012 to 24 Dec 2013)
  • Antony Dickson

    IRN AXD01463

    • CF30 Customer (13 Oct 2009 to 21 Dec 2012)
  • Antony Dolman

    IRN ARD00035

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Mar 2021)
    • CF1 Director (AR) (17 Oct 2013 to 10 May 2022)
    • CF30 Customer (2 Apr 2012 to 10 May 2022)
  • Antony Ievoli

    IRN TXI00005

    • CF1 Director (AR) (since 14 Dec 2011)
    • CF30 Customer (10 Feb 2012 to 31 Dec 2012)
  • Antony Martyn Noel Codner

    IRN AMC00004

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 20 Sep 2022)
    • CF1 Director (AR) (14 May 2012 to 20 Sep 2022)
    • CF30 Customer (2 Apr 2012 to 20 Sep 2022)
  • April Bell

    IRN AXB00015

    • [FCA CF] Manager of certification employee (1 Sep 2020 to 17 Aug 2022)
  • Arun Ram

    IRN AXR00104

    • CF1 Director (AR) (26 Apr 2013 to 30 Jul 2013)
    • CF30 Customer (26 Apr 2013 to 30 Jul 2013)
  • Ashley Wayne Burrows-Brown

    IRN AXB00411

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • Appointed representative dealing with clients for which they require qualification (since 10 Aug 2022)
    • CF30 Customer (since 24 Jun 2022)
  • Ashwani Kumar Moudgil

    IRN AKM01058

    • CF30 Customer (2 Apr 2012 to 23 Apr 2013)
  • Atchuthan Ganeshalingam

    IRN AXG01390

    • CF30 Customer (1 Nov 2007 to 25 May 2010)
    • CF21 Investment Adviser (26 Jul 2004 to 31 Oct 2007)
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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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