HFB Financial Planning Ltd

This firm operates as an appointed representative of QUILTER FINANCIAL SERVICES LIMITED and Quilter Mortgage Planning Limited. Its regulated business runs under their FCA authorisations, and they're jointly legally responsible for what it does.

Addresses

The contact details this firm has registered with the FCA.

Senior staff personally approved by the FCA to hold their roles here.

Alison Lesley Ross
IRN AXR01682
- (1)Employed By (since 28 Apr 2014)
Charlotte Elizabeth Griffin
IRN CEG00002
- (2)Employed By (16 Jan 2014 to 15 Mar 2019)
David Pinder
IRN DJP00029
- (7)Employed By (since 15 Nov 2013)
Denise Meynell
IRN DSM00014
- (5)Employed By (13 Jan 2014 to 13 Nov 2017)
Graham Heaney
IRN GXH00096
- (7)Employed By (12 Nov 2013 to 9 Jan 2025)
Iain MacLeod
IRN IMM00006
- (6)Employed By (16 Oct 2017 to 8 Apr 2022)
James Peter Wood
IRN JPW01166
- (10)Employed By (29 Sep 2014 to 29 Nov 2019)
Justin Jeffrey Bullimore
IRN JXB00246
- (9)Employed By (30 Jun 2014 to 27 May 2015)
Melanie Louise Storer
IRN MXA00039
- (3)Employed By (5 May 2015 to 13 Jul 2016)
Michael James Speakman
IRN MJS00066
- (2)Employed By (since 23 Oct 2013)

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

No changes recorded yet.

A quick guide to the terms on this page.

The FCA: The Financial Conduct Authority is the UK's regulator for banking, lending, insurance, investments and payments. Any firm offering these services has to be authorised by the FCA.
Permissions: The specific regulated activities a firm is allowed to carry out, like advising on insurance, lending money or arranging investments. Anything outside this list isn't covered.
Approved individuals: Senior staff (directors, compliance officers and similar) have to be approved by the FCA personally before they can take up the role. They're held accountable for the firm's conduct.
Appointed representatives: Smaller firms can do regulated business under another firm's authorisation rather than getting their own. The bigger firm (the 'principal') is legally on the hook for what they do.

Information on this page is sourced from the official FCA register.