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.

  • Ian Robinson

    IRN IXR01105

    • [FCA CF] Functions requiring qualifications (1 Sep 2020 to 2 Sep 2020)
    • [FCA CF] Client dealing (1 Sep 2020 to 2 Sep 2020)
  • Ian Sherwood Martin

    IRN ISM00004

    • CF4 Partner (AR) (16 Mar 2011 to 28 Jul 2017)
    • CF30 Customer (1 Nov 2007 to 28 Jul 2017)
    • CF21 Investment Adviser (5 Feb 2007 to 31 Oct 2007)
  • Ian Shires

    IRN IXS00013

    • CF30 Customer (1 Nov 2007 to 29 Nov 2011)
    • CF21 Investment Adviser (30 Jul 2003 to 31 Oct 2007)
  • Ian Stewart

    IRN IDS01044

    • CF30 Customer (27 Apr 2009 to 14 Mar 2010)
    • CF1 Director (AR) (4 Feb 2009 to 14 Mar 2010)
  • Ian Stuart Colville

    IRN ISC00007

    • CF1 Director (AR) (17 Sep 2012 to 31 Jan 2014)
  • Ian Thomas McCue

    IRN ITM01022

    • [FCA CF] Functions requiring qualifications (1 Sep 2020 to 19 Aug 2021)
    • [FCA CF] Client dealing (1 Sep 2020 to 19 Aug 2021)
  • Ian William Marr

    IRN IWM00011

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 18 Jul 2023)
    • CF30 Customer (1 Nov 2007 to 18 Jul 2023)
    • CF21 Investment Adviser (13 Dec 2004 to 31 Oct 2007)
  • Ian Williams Whiteside

    IRN IWW01018

    • CF30 Customer (22 Feb 2010 to 14 Oct 2010)
  • Ibrahim Ian Thompson

    IRN IXT00005

    • CF1 Director (AR) (28 Nov 2012 to 21 Jul 2016)
    • CF30 Customer (31 May 2012 to 21 Jul 2016)
  • Icaros Christides

    IRN IXC00002

    • CF30 Customer (1 Nov 2007 to 5 Oct 2015)
    • CF21 Investment Adviser (6 Apr 2005 to 31 Oct 2007)
    • CF7 Sole Trader (AR) (6 Apr 2005 to 31 Jan 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.