QUILTER WEALTH LIMITED

Date authorised
1 April 2013
Companies House
04500273
Last scraped
3 weeks ago
Watch for changes

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.

  • Martin Lees

    IRN MXL02113

    • CF30 Customer (25 Mar 2015 to 13 Apr 2017)
    • CF4 Partner (AR) (25 Mar 2015 to 25 Mar 2022)
  • Martin Philip Toone

    IRN PRT00002

    • CF1 Director (AR) (15 Jul 2010 to 15 Sep 2011)
    • CF30 Customer (17 Nov 2009 to 15 Sep 2011)
  • Martin Spicer

    IRN MXS03181

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 8 Aug 2022)
    • CF30 Customer (25 Apr 2019 to 8 Aug 2022)
  • Martin Stephen Williams

    IRN MSW00007

    • CF1 Director (AR) (10 Mar 2011 to 12 Jul 2016)
    • CF30 Customer (10 Mar 2011 to 20 Sep 2011)
  • Martin Tapper

    IRN MCT01076

    • CF4 Partner (AR) (13 Nov 2009 to 19 Jun 2014)
  • Martin Ward

    IRN MLW00002

    • CF1 Director (AR) (11 Jul 2014 to 9 Feb 2024)
    • CF30 Customer (11 Jul 2014 to 7 Feb 2023)
  • Martine Bevan

    IRN MXC00292

    • Appointed representative dealing with clients for which they require qualification (15 Apr 2021 to 7 Mar 2023)
  • Martyn Christopher Green

    IRN MCG00012

    • CF30 Customer (1 Nov 2007 to 14 Mar 2008)
    • CF7 Sole Trader (AR) (12 Aug 2005 to 31 Jan 2007)
    • CF21 Investment Adviser (12 Aug 2005 to 31 Oct 2007)
  • Martyn Edwards

    IRN MXE00042

    • CF30 Customer (1 Nov 2007 to 1 Feb 2008)
    • CF21 Investment Adviser (16 Dec 2003 to 31 Oct 2007)
  • Martyn Eric Yetman

    IRN MEY00001

    • CF30 Customer (2 Apr 2012 to 30 May 2013)
Show more

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Show more

Recent activity

Updates to this firm's record on the FCA register.

No changes recorded yet.