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.

  • Alexander Reynolds

    IRN AJR00116

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 9 Apr 2021)
    • CF30 Customer (26 Apr 2013 to 9 Apr 2021)
  • Alexander Weir

    IRN AXW00661

    • Appointed representative dealing with clients for which they require qualification (30 Sep 2022 to 3 Oct 2022)
  • Alison Clare Munro Morris

    IRN AXM23608

    • SMF11 Chair of the Audit Committee (since 1 Oct 2025)
    • Director of firm who is not a certification employee or a SMF manager (9 Sep 2024 to 30 Sep 2025)
  • Alison Jane Langstone Bolt

    IRN AJL01250

    • CF4 Partner (AR) (1 May 2012 to 8 Sep 2015)
  • Alison Mayes

    IRN AJA00020

    • CF30 Customer (2 Apr 2012 to 22 Apr 2013)
  • Alistair Lucas

    IRN AEL00010

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 10 Jun 2022)
    • CF30 Customer (1 Nov 2007 to 10 Jun 2022)
    • CF1 Director (AR) (11 Oct 2004 to 10 Jun 2022)
    • CF21 Investment Adviser (11 Oct 2004 to 31 Oct 2007)
  • Alistair Wilkinson

    IRN AJW01333

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 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 29 Mar 2022)
    • CF30 Customer (since 10 Mar 2022)
    • CF1 Director (AR) (since 10 Mar 2022)
  • Allan Adams Harvey

    IRN AAH00006

    • CF30 Customer (1 Nov 2007 to 1 Mar 2008)
    • CF21 Investment Adviser (27 Feb 2003 to 31 Oct 2007)
  • Allan Harris

    IRN AXH00058

    • Appointed representative dealing with clients for which they require qualification (31 Jan 2020 to 31 Mar 2025)
    • CF30 Customer (2 Apr 2012 to 31 Mar 2025)
  • Allan Nicoll Delaney

    IRN AND00002

    • CF30 Customer (1 Nov 2007 to 29 Dec 2011)
    • CF21 Investment Adviser (19 Jan 2005 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.

No changes recorded yet.