Quilter Mortgage Planning Limited

Date authorised
1 April 2013
Companies House
05495327
Last scraped
11 hours ago

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

  • 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

  • Credit Brokering

  • Debt Advice

    Show 1 limitation
    • · This permission is limited to debt counselling with no debt management activity

  • Mortgage Setup

    For Customer, Regulated mortgage contract

  • Investment Setup

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

Approved individuals

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

  • Graeme Bingham

    IRN GXB00072

    • (2305)CF1 Director (AR) (19 Aug 2011 to 16 Mar 2017)
  • Graeme Hastie

    IRN GXH00166

    • (2792)CF1 Director (AR) (5 Jan 2021 to 30 Jun 2021)
    • (2791)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Jun 2021)
  • Graeme John Hood

    IRN GJH00015

    • (2352)CF4 Partner (AR) (31 Jul 2013 to 12 Apr 2018)
  • Graeme John Peden

    IRN GJP01120

    • (1064)[FCA CF] Functions requiring qualifications (30 Nov 2020 to 31 May 2021)
  • Graeme Swan

    IRN GXS00066

    • (1285)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 29 Dec 2023)
    • (1286)CF1 Director (AR) (26 Sep 2014 to 29 Dec 2023)
  • Graham Andrew Clelland

    IRN GXC01428

    • (2372)CF1 Director (AR) (7 Sep 2007 to 24 Nov 2008)
  • Graham Anthony Turner

    IRN GXT00046

    • (1604)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 6 Jul 2021)
  • Graham Barnetson

    IRN GXB01972

    • (992)CF1 Director (AR) (4 Aug 2014 to 2 Jan 2021)
  • Graham Berry

    IRN GXB00070

    • (2076)CF1 Director (AR) (9 Apr 2015 to 16 Nov 2017)
  • Graham Carruthers

    IRN GXC00058

    • (376)CF1 Director (AR) (31 Mar 2013 to 27 Jul 2016)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

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Recent activity

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

  1. controlled function added: (1505)SMF17 Money Laundering Reporting Officer (MLRO)

  2. controlled function added: (1504)CF1 Director (AR)

  3. controlled function added: (1503)SMF11 Chair of the Audit Committee

  4. controlled function added: (1502)CF1 Director (AR)

  5. controlled function added: (1501)Appointed representative dealing with clients for which they require qualification

  6. controlled function added: (1500)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose

  7. controlled function added: (1499)CF1 Director (AR)

  8. controlled function added: (1498)CF1 Director (AR)

  9. controlled function added: (1497)CF1 Director (AR)

  10. controlled function added: (1496)Appointed representative dealing with clients for which they require qualification

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