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Corporate and regulatory information

As at 27 September 2024:

Quilter

Quilter plc is registered in England and Wales under number 06404270.

Registered Office: Senator House, 85 Queen Victoria Street, London, EC4V 4AB, United Kingdom.

Quilter Group companies

All companies are registered in England and Wales at Senator House, 85 Queen Victoria Street, London, EC4V 4AB, United Kingdom, except where otherwise indicated.

Company name
Trading name

Company activities
Regulatory authorisation

Company
number

Quilter Investment Platform Limited
Quilter

Quilter Investment Platform offers a comprehensive range of products and investments in support of financial advisers. Quilter Investment Platform Limited provides an Individual Savings Account (ISA), Junior ISA (JISA) and Collective Investment Account (CIA).

Authorised and regulated by the Financial Conduct Authority with FCA authorised No. 165359.

Tel: +44 (0) 808 171 2626

01680071

Quilter Life & Pensions Limited
Quilter

Quilter Life & Pensions Limited is an investment platform providing retail advised wealth management products and services.

Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority with FCA authorised No. 207977.

Tel: +44 (0) 808 171 2626

04163431

Quilter Business Services Limited
Quilter

Quilter Business Services purchases goods and services on behalf of the Quilter Group.

Quilter Business Services Limited is the representative member of the VAT group. The VAT registration number for all entities listed on this page is 386 1301 59.

01579311

Quilter Investors Limited
Quilter Investors

Quilter Investors is our fund management business providing advisers and their clients with high quality multi-asset investment solutions.

Quilter Investors Limited is authorised and regulated by the Financial Conduct Authority with FCA authorised No. 208543.

04227837

Quilter Cheviot Limited
Quilter Cheviot
Quilter Cheviot Investment
Management

Quilter Cheviot is an investment manager offering bespoke portfolio management services to clients.

Quilter Cheviot Limited is a member of the London Stock Exchange and is authorised and regulated by the Financial Conduct Authority with FCA authorised No. 124259.

Tel: +44 (0) 207 150 4000

01923571

Quilter Private Client Advisers Ltd
Quilter Cheviot Financial Planning

Quilter Private Client Advisers, trading as Quilter Cheviot Financial Planning, specialises in helping clients with complex financial matters such as significant investments, estate planning advice and business protection as well as preparing for Retirement.

Quilter Private Client Advisers Limited is an Appointed Representative of Quilter Mortgage Planning Limited and Quilter Financial Services Limited which are authorised and regulated by the Financial Conduct Authority with FCA authorised No. 440718 and 440703 respectively.

Trusts and Estate Planning, and Taxation advice including Inheritance Tax Planning are not regulated by the Financial Conduct Authority.

06201261

Quilter Insurance Company Limited*

Quilter Insurance Company Limited provides risk mitigation services for the Quilter group.

Quilter Insurance Company Limited is authorised and regulated by the Isle of Man Financial Services Authority.

* Quilter Insurance Company Limited is registered at Third floor, St George's Court, Upper Church Street, Douglas, IM1 1EE, Isle of Man.

133470C

(Isle of Man)

Quilter Cheviot Europe Limited**

Quilter Cheviot

Quilter Cheviot Investment Management

Quilter Cheviot Europe serves clients across the European Union.

Quilter Cheviot Europe Limited is regulated by the Central Bank of Ireland.

** Quilter Cheviot Europe Limited is registered at Hambleden House, 19-26 Lower Pembroke Street, Dublin 2, D02 WV96. Irish VAT number is 3603283GH.

604377 (Ireland)

Quilter Cheviot International Limited***

Quilter Cheviot

Quilter Cheviot Investment Management

Quilter Cheviot International is an investment manager based in Jersey providing bespoke portfolio management services to private clients, Trusts and other professional intermediaries.

Quilter Cheviot International Limited is regulated by the Jersey Financial Services Commission and as an approved Financial Services Provider by the Financial Sector Conduct Authority in South Africa.

*** Quilter Cheviot International Limited is registered at 3rd Floor, Windward House, La Route de la Liberation, St Helier, JE1 1QJ, Jersey.

128676 (Jersey)

Quilter Financial Planning Limited
Quilter Financial Planning

Quilter Financial Planning is our network for financial advisers. Advisers partner with us and we help them run and grow their businesses profitably and sustainably.

Tel: +44 (0) 1793 647400

05372217

Charles Derby Wealth Management Limited

Charles Derby Wealth Management Limited is an Appointed Representative of Quilter Wealth Limited and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority with FCA authorised No. 217742 and 440718 respectively.

07629860

Lighthouse Financial Advice Limited
Quilter Financial Advisers

Lighthouse Financial Advice Limited is an Appointed Representative of Lighthouse Advisory Services Limited which is authorised and regulated by the Financial Conduct Authority with FCA authorised No. 195199.

04795080

LighthouseWealth Limited

LighthouseWealth Limited is an Appointed Representative of Lighthouse Advisory Services Limited which is authorised and regulated by the Financial Conduct Authority with FCA authorised No. 195199.

03970262

NuWealth Ltd
NuWealth

NuWealth is a financial platform offering simple access to a range of savings and investment products.
Authorised and regulated by the Financial Conduct Authority with FCA authorised No. 955775.

10966427

Quilter Financial Planning Limited is the parent company of the following financial planning and advice firms

Company name
Trading name

Company activities
Regulatory authorisation

Company number

Lighthouse Advisory Services Limited
Lighthouse Group Financial Solutions
Lighthouse Financial Solutions

Lighthouse Advisory Services is a firm of community-based financial advisory firms providing financial and wealth management solutions across the UK.

Authorised and regulated by the Financial Conduct Authority with FCA authorised No. 195199.

04086645

Quilter Financial Advisers Limited

Quilter Financial Advisers Limited provides financial planning advice and related services via a network of intermediaries.

Quilter Financial Advisers Limited is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited, which are authorised and regulated by the Financial Conduct Authority. Quilter Financial Services Limited and Quilter Mortgage Planning Limited are authorised and regulated by the Financial Conduct Authority under reference numbers 440703 and 440718 respectively.

05693185

Quilter Wealth Limited

Quilter Wealth Limited provides financial planning advice and related services via a network of intermediaries.

Authorised and regulated by the Financial Conduct Authority with FCA authorised No. 217742.

04500273

Quilter Financial Services Limited

Quilter Financial Services Limited provides financial planning advice and related services via a network of intermediaries.

Authorised and regulated by the Financial Conduct Authority with FCA authorised No. 440703.

05506637

Quilter Mortgage Planning Limited

Quilter Mortgage Planning Limited provides financial planning and mortgage advice through a network of intermediaries and self-employed advisers.

Authorised and regulated by the Financial Conduct Authority with FCA authorised No. 440718.

05495327

Quilter Financial Limited

Quilter Financial Limited provides support services to independent and restricted financial advisers.

Authorised and regulated by the Financial Conduct Authority with FCA authorised No. 497604.

06784783

Quilter Financial Planning Solutions Limited
Positive Solutions

Quilter Financial Planning Solutions Limited is a financial planning and advice firm.

Authorised and regulated by the Financial Conduct Authority with FCA authorised No. 184591.

03276760

 

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