Date authorised
1 April 2013
Companies House
04948817
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Mortgage Planning Services
    Bowden Hall
    Bowden Lane
    Marple
    Stockport
    SK6 6ND
    UNITED KINGDOM
    Phone
    +4401614279935
  • Complaints Contact

    Mortgage Planning Services
    Bowden Hall
    Bowden Lane
    Marple
    Stockport
    SK6 6ND
    UNITED KINGDOM
    Phone
    +4401614279935

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

  • P2P Lending Advice

    For Commercial, Retail (Non-Investment Insurance)

  • Investment Advice (no pensions)

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Mortgage Advice

    For Customer, Regulated mortgage contract

  • Authorised to Operate

    Show 1 limitation
    • · The firm can only agree to carry on the regulated activities specified in this Notice.
  • Arranges Investments

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Mortgage Arranging

    For Customer, Regulated mortgage contract

  • Buy-to-Let Start Date

  • Buy-to-Let Status

  • Credit Brokering

  • Debt Advice

    Show 2 limitations
    • · This permission is limited to debt counselling with no debt management activity
    • · This permission is limited to debt counselling provided in connection with home finance advice and buy-to-let mortgages
  • Mortgage Setup

    For Customer, Regulated mortgage contract

  • Investment Setup

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Credit Score Services

    Show 1 limitation
    • · This permission is limited to not carrying out credit repair services

Approved individuals

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

  • Angela Ruth Wheeler

    IRN ARW01191

    • CF1 Director (2 Jan 2007 to 2 Oct 2015)
  • George William Hope Whitney

    IRN GWW01048

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 21 Apr 2021)
    • SMF3 Executive Director (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • Responsibility for MCD Intermediation (since 24 Sep 2018)
    • Responsible for Insurance Mediation (24 Sep 2018 to 30 Sep 2018)
    • CF1 Director (24 Sep 2018 to 8 Dec 2019)
  • Rhys Wheeler

    IRN RXW01476

    • SMF3 Executive Director (9 Dec 2019 to 25 Feb 2026)
    • Responsible for Insurance Distribution (1 Oct 2018 to 25 Feb 2026)
    • Responsibility for MCD Intermediation (21 Mar 2016 to 25 Feb 2026)
    • CF8 Apportionment and Oversight (2 Jan 2007 to 31 Mar 2009)
    • CF1 Director (2 Jan 2007 to 8 Dec 2019)
    • Responsible for Insurance Mediation (2 Jan 2007 to 30 Sep 2018)
  • Russell Peter Hope

    IRN RXH50865

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 21 Apr 2021)

Recent activity

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

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