Quilter Financial Limited

Name: Quilter Financial Limited
Address: Senator House, 85 Queen Victoria Street, London, EC4V 4AB, GB
Telephone: 020 7150 4000
Price range: $$
Rating: 4.1

aka Quilter, Quilter Financial Limited

Authorised FRN 497604 4.1 (19)

About

Quilter Cheviot have been helping clients to help grow and preserve their wealth for over 250 years. Discover more about who we are and the services we offer.

Source: quiltercheviot.com

Contact & Location

Address

Senator House, 85 Queen Victoria St, London EC4V 4AB, UK

More advisers in City of London

Phone

020 7150 4000

Website

quiltercheviot.com

View on Google Maps

Opening Hours

Monday9:00 AM – 5:00 PM

Tuesday9:00 AM – 5:00 PM

Wednesday9:00 AM – 5:00 PM

Thursday9:00 AM – 5:00 PM

Friday9:00 AM – 5:00 PM

SaturdayClosed

SundayClosed

Specialisms

Mortgages Pensions Retirement Investments

Regulatory Information

FRN: 497604
Status: Authorised
Date Authorised: 30 July 2009
Years Authorised: 16 years
Regulator: FCA
Disciplinary Record: Clean Record

FCA Permissions (17)

Show all permissions

✓Acting as a CBTL arranger
✓Acting as a CBTL advisor
✓CBTL Status
✓CBTL Effective Date
✓Agreeing to carry on a regulated activity
✓Advising on Pension Transfers and Pension Opt Outs
✓Debt-counselling
✓Credit Broking
✓Making arrangements with a view to regulated mortgage contracts
✓Making arrangements with a view to a home reversion plan
✓Arranging (bringing about) regulated mortgage contracts
✓Arranging (bringing about) a home reversion plan
✓Advising on regulated mortgage contracts
✓Advising on a home reversion plan
✓Making arrangements with a view to transactions in investments
✓Arranging (bringing about) deals in investments
✓Advising on investments (except on Pension Transfers and Pension Opt Outs)

Companies House

Company Number: 06784783
Company Status: Active
Incorporation Date: 7 January 2009
Directors: 2
Accounts Category: Full
Last Accounts Filed: 31 December 2024
SIC Codes: 66190

Team (20)

Alison Clare Munro Morris
Approved
Mark Oscar Satchel
Approved
Steven David Levin
Approved
Neeta Avnash Kaur Atkar
Approved
Ruth Markland
Approved
Simon Mansell
Approved
Nicholas Sacre-Hardy
ApprovedCertified
Steven Oliver
ApprovedCertified
Joanna Kate Harris
ApprovedCertified
James Andrew Thornhill
ApprovedCertified
Lisa Anne Nunn
ApprovedCertified
Tom Heaword
ApprovedCertified
Josh Woodhall
ApprovedCertified
George McGrimmon Reid
ApprovedCertified
Daniel Patrick Smith
ApprovedCertified
Ashley Blackmore
ApprovedCertified
Christopher Hewlett
ApprovedCertified
Simon Stuteley
ApprovedCertified
Charlotte Northfield
ApprovedCertified
Daniel Matthew Baynton
ApprovedCertified

Google Reviews

4.1

19 reviews on Google

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Quick Facts

London, London
16 years FCA-authorised
20 registered individuals
4 specialisms
17 FCA permissions
CH 06784783

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Data Sources

FCA Register Companies HouseGoogle ReviewsPostcodes.io

This listing is auto-generated from publicly available data on the FCA Financial Services Register and Companies House. approval.co.uk does not endorse or recommend this adviser or firm. Verify current authorisation status at register.fca.org.uk.