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.

  • Maria Claudette Waldron

    IRN MCW01132

    • CF1 Director (AR) (18 Feb 2014 to 9 May 2016)
  • Maria Paula Rhule

    IRN MXR00199

    • Appointed representative dealing with clients for which they require qualification (28 Apr 2021 to 15 Sep 2022)
  • Marianne Laing Hay

    IRN MLH01029

    • SMF10 Chair of the Risk Committee (23 Jun 2020 to 31 Aug 2023)
    • SMF11 Chair of the Audit Committee (23 Jun 2020 to 9 Jun 2021)
  • Mario Lucas Frixou

    IRN MLF01027

    • CF30 Customer (1 Nov 2007 to 14 Jun 2017)
    • CF7 Sole Trader (AR) (14 Aug 2006 to 31 Jan 2007)
    • CF21 Investment Adviser (14 Aug 2006 to 31 Oct 2007)
  • Marion Glendinning

    IRN MXA00053

    • [FCA CF] Manager of certification employee (1 Sep 2020 to 3 Feb 2021)
  • Mark Alan Hobbs

    IRN MAH01303

    • CF1 Director (AR) (2 May 2012 to 30 May 2013)
  • Mark Andrew Edley

    IRN MAE01070

    • CF1 Director (AR) (24 Mar 2010 to 31 Mar 2015)
    • CF30 Customer (1 Nov 2007 to 31 Mar 2015)
    • CF21 Investment Adviser (22 Jan 2007 to 31 Oct 2007)
  • Mark Andrew Gordon

    IRN MAG00037

    • CF30 Customer (27 Sep 2010 to 16 Mar 2015)
  • Mark Andrew Sanderson

    IRN MAS00092

    • CF30 Customer (1 Nov 2007 to 8 Feb 2010)
    • CF4 Partner (AR) (25 Sep 2006 to 8 Feb 2010)
    • CF21 Investment Adviser (11 Sep 2003 to 31 Oct 2007)
  • Mark Andrew Sleeman

    IRN MAS01394

    • CF30 Customer (21 Apr 2008 to 20 May 2009)
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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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